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Original filing (PDF)20251015191928NAL0007154576001
ACXION FOODSERVICE INC.
Form 5500
FILING_RECEIVED
ACXION FOODSERVICE INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
813
Accounts w/ balance
992
Plan assets (EOY)
$45.8M
Net assets (EOY)
$45.8M
How this plan invests
This plan
9 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACXION FOODSERVICE INC..
Plan sponsor
Name
ACXION FOODSERVICE INC.
EIN
52-1272211
Address
1701 CROSSROADS DR · ODENTON, MD · 21113
Phone
(443) 351-1111
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $122K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $52K | — |
Investments
25 direct securities · 9 pooled funds· $45.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$41.2M
25 holdings
Common Collective Trust
$4.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $4.4M | 9.5% | |
| American Century Growth R6 American Century 0 | — | — | — | $3.7M | 8.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.5M | 7.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $3.4M | 7.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $3.2M | 7.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.9M | 6.4% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $2.3M | 5.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.3M | 5.0% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $2.1M | 4.7% | |
| JHancock International Growth R6 John Hancock 0 | — | — | — | $2.1M | 4.6% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $1.9M | 4.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.8M | 4.0% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $1.5M | 3.4% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $1.5M | 3.2% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.6% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $1.2M | 2.6% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $831K | 1.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $782K | 1.7% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $710K | 1.6% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $634K | 1.4% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $601K | 1.3% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $571K | 1.2% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $451K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $421K | 0.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $402K | 0.9% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $375K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $320K | 0.7% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $274K | 0.6% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $272K | 0.6% | |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $69K | 0.2% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $52K | 0.1% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED FIXED INC CL ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |