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Original filing (PDF)20250912124033NAL0001959008001
ACCUITY DELIVERY SYSTEMS, LLC
Form 5500
FILING_RECEIVED
ACCUITY DELIVERY SYSTEMS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
699
Accounts w/ balance
561
Plan assets (EOY)
$27.9M
Net assets (EOY)
$27.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCUITY DELIVERY SYSTEMS, LLC.
Plan sponsor
Name
ACCUITY DELIVERY SYSTEMS, LLC
EIN
81-0781818
Address
10000 MIDLANTIC DRIVE · MOUNT LAUREL, NJ · 08054
Phone
(929) 352-3036
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
2025-09-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKERTILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $29K | — |
Investments
26 direct securities · 1 pooled fund· $27.9M(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
$27.3M
25 holdings
Common Collective Trust
$520K
1 holding
Mutual Funds
$54K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund - R6 N/R | — | — | — | $5.1M | 18.3% | |
| American Funds 2035 Target Date Retirement Fund - R6 N/R | — | — | — | $3.7M | 13.2% | |
| American Funds 2040 Target Date Retirement Fund - R6 N/R | — | — | — | $3.5M | 12.6% | |
| American Funds 2050 Target Date Retirement Fund - R6 N/R | — | — | — | $3.0M | 10.8% | |
| Fidelity 500 Index Fund N/R | — | — | — | $2.9M | 10.4% | |
| American Funds 2030 Target Date Retirement Fund - R6 N/R | — | — | — | $2.7M | 9.6% | |
| American Funds 2055 Target Date Retirement Fund - R6 N/R | — | — | — | $1.1M | 3.9% | |
| American Funds 2025 Target Date Retirement Fund - R6 N/R | — | — | — | $1.1M | 3.9% | |
| American Funds 2060 Target Date Retirement Fund - R6 N/R | — | — | — | $776K | 2.8% | |
| MORLEY STABLE VALUE CL 25 - I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $520K | 1.9% | |
| Participant Loans Interest rates: 3.25% - 8.50% $0 | — | — | — | $480K | 1.7% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $480K | 1.7% | |
| Vanguard Growth Index-Admiral N/R | — | — | — | $458K | 1.6% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $319K | 1.1% | |
| American Funds 2015 Target Date Retirement Fund - R6 N/R 166 * American Funds 2020 Target Date Retirement Fund - R6 N/R | — | — | — | $291K | 1.0% | |
| Vanguard Explorer Fund Admiral Shares N/R | — | — | — | $266K | 1.0% | |
| MFS Mid Cap Growth Fund Class R6 N/R | — | — | — | $241K | 0.9% | |
| Fidelity U.S. Bond Index Fund N/R | — | — | — | $189K | 0.7% | |
| Fidelity Total International Index Fund N/R | — | — | — | $185K | 0.7% | |
| JPMorgan Equity Income Fund Class R6 N/R | — | — | — | $167K | 0.6% | |
| American Funds 2065 Target Date Retirement Fund - R6 N/R | — | — | — | $144K | 0.5% | |
| MFS Mid Cap Value Fund Class R6 N/R | — | — | — | $115K | 0.4% | |
| s * American Funds 2010 Target Date Retirement Fund - R6 N/R | Mutual Funds | — | — | $54K | 0.2% | |
| PGIM Total Return Bond Fund - Class R6 N/R | — | — | — | $53K | 0.2% | |
| Janus Henderson Small Cap Value I N/R | — | — | — | $43K | 0.2% | |
| T. Rowe Price Overseas Stock I N/R | — | — | — | $36K | 0.1% | |
| American Funds 2070 Target Date Retirement Fund - R6 N/R | — | — | — | $3K | <0.1% |
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