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Original filing (PDF)20251015100313NAL0002210483001
ACUMERA, INC.
Form 5500
FILING_RECEIVED
ACUMERA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 4
100% in single holding~76 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
203
Accounts w/ balance
105
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "[DFE: LINCOLN LIFE SEPARATE ACCOUNT 4K (extraction pending)]" is 100% of plan.
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACUMERA, INC..
Plan sponsor
Name
ACUMERA, INC.
EIN
74-3050025
Address
3307 NORTHLAND DRIVE · SUITE 500 · AUSTIN, TX · 78731
Phone
(512) 687-7400
Industry
Professional & Technical Servicessee 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
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | TPA | $3K | — |
Other
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT | 58-2099805 | — | SERVICE PROVIDER | $12K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | RADNOR, PA | SERVICE PROVIDER | $9K | — |
| MORGAN STANLEY GLOBAL BANKING OPERA | — | BALTIMORE, MD | SERVICE PROVIDER | $4K | — |
| MORGAN STANLEY GLOBAL BANKING | — | BALTIMORE, MD | SERVICE PROVIDER | $2K | — |
| MORGAN STANLEY | — | BALTIMORE, MD | SERVICE PROVIDER | $2K | — |
Investments
1 pooled fund· $3.8M(92% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPERATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $3.8M | 92.3% |
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