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Original filing (PDF)20251014112551NAL0003789200001
ACUITY INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
ACUITY INTERNATIONAL RETIREMENT PLAN
401(k) retirement plan
Active participants
1,554
Accounts w/ balance
2,309
Plan assets (EOY)
$117.3M
Net assets (EOY)
$117.3M
How this plan invests
This plan
1 pooled trust
Schedule D
42 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
- 18 bps in Schedule C fees — 79% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACUITY INTERNATIONAL, LLC.
Plan sponsor
Name
ACUITY INTERNATIONAL, LLC
EIN
83-0706649
Address
10701 PARKRIDGE BLVD · SUITE 200 · RESTON, VA · 20191
Phone
(703) 760-0700
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $78K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONTINUUM ADVISORY LLC | 81-2078978 | — | ADVISOR | $110K | — |
| MILLENNIUM INVESTMENT & RETIREMENT | 94-3428956 | — | INVESTMENT ADVISOR | $23K | — |
Investments
42 direct securities · 1 pooled fund· $118.3M(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
$117.3M
42 holdings
Common Collective Trust
$916K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $20.1M | 17.1% | |
| Fidelity Investments Fidelity Freedom 2030 I Fund | — | — | — | $13.8M | 11.8% | |
| Fidelity Investments Fidelity Freedom 2035 I Fund | — | — | — | $13.6M | 11.6% | |
| Fidelity Investments Fidelity Freedom 2025 I Fund | — | — | — | $9.4M | 8.0% | |
| Fidelity Investments Fidelity Freedom 2040 I Fund | — | — | — | $8.1M | 6.9% | |
| Fidelity Investments Fidelity Freedom 2045 I Fund | — | — | — | $7.9M | 6.7% | |
| Fidelity Investments Fidelity Freedom 2050 I Fund | — | — | — | $6.9M | 5.9% | |
| STD Stable Asset Fund | — | — | — | $3.9M | 3.3% | |
| Fidelity Investments Fidelity Freedom 2055 I Fund | — | — | — | $3.8M | 3.3% | |
| Fidelity Investments Fidelity Freedom 2020 I Fund | — | — | — | $3.7M | 3.1% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $2.7M | 2.3% | |
| MFS International Growth R6 | — | — | — | $2.3M | 1.9% | |
| Fidelity Investments Fidelity Freedom 2015 I Fund | — | — | — | $2.2M | 1.8% | |
| Vanguard Mid Cap Growth Index Admiral Shares | — | — | — | $2.1M | 1.8% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $2.0M | 1.7% | |
| Fidelity Investments Fidelity Freedom 2060 I Fund | — | — | — | $1.8M | 1.5% | |
| Fidelity Investments Fidelity Advisor Small Cap Value I Fund | — | — | — | $1.6M | 1.3% | |
| through 2034 | — | — | — | $1.5M | 1.3% | |
| Fidelity Investments Fidelity Large Cap Growth Index | — | — | — | $1.4M | 1.2% | |
| Putnam Small Cap Growth R6 | — | — | — | $1.3M | 1.1% | |
| PIMCO Income Institutional | — | — | — | $1.0M | 0.9% | |
| Galliard Stable Return | — | — | — | $916K | 0.8% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $916K | 0.8% | |
| Fidelity Investments Fidelity Emerging Markets K Fund | — | — | — | $710K | 0.6% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $685K | 0.6% | |
| PIMCO Real Estate Return I Fund | — | — | — | $671K | 0.6% | |
| Vanguard Mid Cap Val Index Admiral Shares | — | — | — | $591K | 0.5% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $448K | 0.4% | |
| DFA US Target Val I | — | — | — | $394K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2010 I Fund | — | — | — | $308K | 0.3% | |
| Fidelity Investments Fidelity Government Money Market | — | — | — | $298K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2065 I Fund | — | — | — | $291K | 0.2% | |
| PIMCO International Bond | — | — | — | $281K | 0.2% | |
| Vanguard Equity Income Admiral Shares | — | — | — | $168K | 0.1% | |
| DFA International Small Co I | — | — | — | $139K | 0.1% | |
| Blackrock High Yield Bond K | — | — | — | $129K | 0.1% | |
| Vanguard Small Cap Val Index Admiral Shares | — | — | — | $108K | <0.1% | |
| American Funds Balanced R6 | — | — | — | $75K | <0.1% | |
| Dodge & Cox Income I | — | — | — | $54K | <0.1% | |
| Fidelity Investments Fidelity Advisor Freedom Income I Fund | — | — | — | $41K | <0.1% | |
| DFA International Value I | — | — | — | $28K | <0.1% | |
| MFS International Diversion R6 | — | — | — | $10K | <0.1% | |
| DFA Real Estate SEC I | — | — | — | $9K | <0.1% |
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