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Original filing (PDF)20251009125326NAL0011496288001
ACUTIS DIAGNOSTICS, INC.
Form 5500
FILING_RECEIVED
ACUTIS DIAGNOSTICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~104 bps in Sched C fees
Active participants
96
Accounts w/ balance
98
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 104 bps in Schedule C fees — 101% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACUTIS DIAGNOSTICS, INC..
Plan sponsor
Name
ACUTIS DIAGNOSTICS, INC.
EIN
46-5330784
Address
400 KARIN LANE · HICKSVILLE, NY · 11801
Phone
(844) 522-8847
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CERINI & ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPG CONSULTANTS | 13-4077182 | HEWLETT, NY | NONE | $24K | — |
| ANDALUS CAPITAL, LLC | — | JERICHO, NY | NONE | $21K | — |
Investments
29 direct securities· $4.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Registered Investment Company {+} | — | — | — | $837K | 19.4% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company {+} | — | — | — | $410K | 9.5% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company {+} | — | — | — | $344K | 8.0% | |
| Deposit Management Program I Registered Investment Company {+} | — | — | — | $338K | 7.8% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company {+} | — | — | — | $288K | 6.7% | |
| Amana Mutual Funds Trust Growth Fund Institutional Registered Investment Company {+} | — | — | — | $287K | 6.7% | |
| T. Rowe Price U.S. Treasury Money Fund Interest-bearing cash {+} | — | — | — | $247K | 5.7% | |
| iShares Msci Usa Esg Select ETF Registered Investment Company {+} | — | — | — | $172K | 4.0% | |
| Azzad Ethical Fund Registered Investment Company {+} | — | — | — | $160K | 3.7% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company {+} | — | — | — | $151K | 3.5% | |
| Invesco Ultra Short Duration ETF Registered Investment Company {+} | — | — | — | $129K | 3.0% | |
| iShares 1-3 Year Treasury Bond ETF Registered Investment Company {+} | — | — | — | $112K | 2.6% | |
| Vanguard S&P 500 ETF Registered Investment Company {+} | — | — | — | $105K | 2.4% | |
| Mirova Global Sustainable Equity Fund Class N Registered Investment Company {+} | — | — | — | $104K | 2.4% | |
| Domini Impact Equity Fund Class Y Shares Registered Investment Company {+} | — | — | — | $101K | 2.4% | |
| Vanguard Value Index Fund ETF Shares Registered Investment Company {+} | — | — | — | $92K | 2.1% | |
| Vanguard Mid-Cap Index Fund ETF Shares Registered Investment Company {+} | — | — | — | $69K | 1.6% | |
| iShares ESG Aware MSCI EM ETF Registered Investment Company {+} | — | — | — | $64K | 1.5% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company {+} | — | — | — | $63K | 1.5% | |
| Vanguard Small-Cap Value Index Fund ETF Shares Registered Investment Company {+} | — | — | — | $60K | 1.4% | |
| SPDR Portfolio TIPS ETF Registered Investment Company {+} | — | — | — | $47K | 1.1% | |
| FlexShares International Quality Dividend Index Fund Registered Investment Company {+} | — | — | — | $29K | 0.7% | |
| Financial Select Sector SPDR ETF Registered Investment Company {+} | — | — | — | $18K | 0.4% | |
| Mid Atlantic Master Cash Account Noninterest-bearing cash {+} | — | — | — | $10K | 0.2% | |
| SPDR Blmbg Barclays Convert Secs ETF Registered Investment Company {+} | — | — | — | $7K | 0.2% | |
| Vanguard Target Retirement Income Fund Registered Investment Company {+} | — | — | — | $4K | <0.1% | |
| Invesco S&P MidCap Low Volatility ETF Registered Investment Company {+} | — | — | — | $4K | <0.1% | |
| iShares Core S&P Small-Cap ETF Registered Investment Company {+} | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company {+} | — | — | — | $1K | <0.1% |
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