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Original filing (PDF)20251013141423NAL0000696259001
EXACTECH, INC.
Form 5500
FILING_RECEIVED
EXACTECH, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
557
Accounts w/ balance
654
Plan assets (EOY)
$70.0M
Net assets (EOY)
$70.0M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXACTECH, INC..
Plan sponsor
Name
EXACTECH, INC.
EIN
59-2603930
Address
2320 N.W. 66TH COURT · GAINESVILLE, FL · 32653
Phone
(352) 377-1140
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSION
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $142K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURANCE DIMENSIONS, LLC | 26-3429295 | — | ACCOUNTANT | $9K | — |
Investments
20 direct securities · 1 pooled fund· $70.0M(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
$69.0M
20 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX FD CL K | — | — | — | $14.9M | 21.3% | |
| VANGUARD LIFESTRATEGY CONS GRW | — | — | — | $6.4M | 9.1% | |
| VANGUARD BALANCED INDEX FD ADM | — | — | — | $6.0M | 8.6% | |
| VANGUARD GROWTH INDEX FUND | — | — | — | $5.7M | 8.2% | |
| VANGUARD SMALL CAP INDEX FUND | — | — | — | $4.6M | 6.6% | |
| VANGUARD VALUE INDEX FUND ADM | — | — | — | $4.5M | 6.4% | |
| VANGUARD MID CAP INDEX FUND | — | — | — | $4.3M | 6.1% | |
| ISHARES MSCI EAFE INTRNL IDX K | — | — | — | $4.1M | 5.9% | |
| ISHARES U.S. AGGREGATE BND K | — | — | — | $4.1M | 5.8% | |
| MFS INTERNATIONAL GROWTH R6 | — | — | — | $3.1M | 4.4% | |
| AMERICAN FUNDS 2040 TARGET R6 | — | — | — | $2.1M | 3.1% | |
| AMERICAN FUNDS 2060 TARGET R6 | — | — | — | $2.1M | 2.9% | |
| VANGUARD LIFESTRATEGY GROWTH | — | — | — | $1.9M | 2.7% | |
| AMERICAN FUNDS 2050 TARGET R6 | — | — | — | $1.8M | 2.6% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.5% | |
| AMERICAN NEW WORLD FUND | — | — | — | $986K | 1.4% | |
| VANGUARD HIGH YIELD CORPORATE | — | — | — | $916K | 1.3% | |
| AMERICAN FUNDS 2030 TARGET R6 | — | — | — | $632K | 0.9% | |
| BLF FEDFUND | — | — | $381K | $382K | 0.5% | |
| VANGUARD SHORT TERM CORP ADM | — | — | — | $281K | 0.4% | |
| AMERICAN FUNDS 2020 TARGET R6 | — | — | — | $166K | 0.2% |
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