Original filing (PDF)20251006090542NAL0003398001001

THE ACUTRONIC COMPANY

Name: THE ACUTRONIC COMPANY — THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: THE ACUTRONIC COMPANY

Form 5500

FILING_RECEIVED

THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

127

Accounts w/ balance

158

Plan assets (EOY)

$15.3M

Net assets (EOY)

$15.3M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ACUTRONIC COMPANY.

Plan sponsor

Name

THE ACUTRONIC COMPANY

EIN

83-1101488

Address

700 WATERFRONT DRIVE · PITTSBURGH, PA · 152224742

Phone

(412) 926-1200

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
JMS CAPITAL GROUP WEALTH SERVICES	—	SEWICKLEY, PA	INVESTMENT ADVISOR	$62K	—

Investments

37 direct securities· $15.3M(100% of reported assets)

Other securities

$15.0M

36 holdings

Common Stock

$272K

1 holding

					% of plan
Vanguard 500 Index Admiral	Other securities	—	—	$3.3M	21.6%
JP Morgan Large Cap Growth	Other securities	—	—	$2.6M	16.9%
JP Morgan Large Cap Value I	Other securities	—	—	$1.2M	8.1%
Empower Mod Agg Profile Fund Inst	Other securities	—	—	$1.2M	8.0%
Vanguard Mid Cap Index Fund - Admiral	Other securities	—	—	$1.2M	7.9%
Empower Mod Profile Fund Inst	Other securities	—	—	$967K	6.3%
American Funds 2035 Trgt Date Retire	Other securities	—	—	$449K	2.9%
Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund	Other securities	—	—	$443K	2.9%
American Funds EuroPacific Gr	Other securities	—	—	$379K	2.5%
JP Morgan U.S. Small Company	Other securities	—	—	$368K	2.4%
Allspring Core Plus Bond Institutional	Other securities	—	—	$336K	2.2%
Fidelity Advisor Stock Selec Mid Cap	Other securities	—	—	$304K	2.0%
American Funds American Hi Inc Tr	Common Stock	—	—	$272K	1.8%
Empower Agg Profile Fund Inst	Other securities	—	—	$227K	1.5%
American Funds 2050 Trgt Date Retire	Other securities	—	—	$180K	1.2%
DFA Real Estate Securities I	Other securities	—	—	$172K	1.1%
Franklin Gold and Precious Metals	Other securities	—	—	$161K	1.0%
DFA Emerging Markets Core Equity I	Other securities	—	—	$159K	1.0%
Vanguard International Growth Adm	Other securities	—	—	$159K	1.0%
Vanguard Inflation-Protected Secs Adm	Other securities	—	—	$154K	1.0%
Vanguard Small Cap Index ADM	Other securities	—	—	$132K	0.9%
Empower Mod Con Profile Fund Inst	Other securities	—	—	$129K	0.8%
Empower Con Profile Fund Inst	Other securities	—	—	$111K	0.7%
American Funds 2045 Trgt Date Retire	Other securities	—	—	$93K	0.6%
American Funds 2030 Trgt Date Retire	Other securities	—	—	$93K	0.6%
Vanguard Emerging MKTS Stock IDX ADM	Other securities	—	—	$74K	0.5%
American Funds 2060 Trgt Date Retire	Other securities	—	—	$74K	0.5%
Vanguard Total Bond Market Index Admiral	Other securities	—	—	$63K	0.4%
American Funds 2055 Trgt Date Retire	Other securities	—	—	$55K	0.4%
American Funds US Government Sec R6	Other securities	—	—	$45K	0.3%
Vanguard International Value Portfolio	Other securities	—	—	$27K	0.2%
Vanguard Developed Markets Index Adm	Other securities	—	—	$22K	0.1%
American Funds 2065 Trgt Date Retire	Other securities	—	—	$19K	0.1%
PIMCO Commodity Real Ret Strat Instl	Other securities	—	—	$16K	0.1%
American Funds 2040 Trgt Date Retire	Other securities	—	—	$9K	<0.1%
American Funds 2010 Trgt Date Retire	Other securities	—	—	$4K	<0.1%
American Funds 2025 Trgt Date Retire	Other securities	—	—	$1K	<0.1%