Original filing (PDF)20250709134749NAL0004845761001

ACCO ENGINEERED SYSTEMS, INC.

Name: ACCO ENGINEERED SYSTEMS, INC. — ACCO SAVINGS AND INVESTMENT PLAN, Form 5500 (2023)
Creator: ACCO ENGINEERED SYSTEMS, INC.

Form 5500

FILING_RECEIVED

ACCO SAVINGS AND INVESTMENT PLAN

401(k) retirement plan

Active participants

1,552

Accounts w/ balance

1,832

Plan assets (EOY)

$253.6M

Net assets (EOY)

$253.6M

How this plan invests

This plan

14 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACCO ENGINEERED SYSTEMS, INC..

Plan sponsor

Name

ACCO ENGINEERED SYSTEMS, INC.

EIN

95-1625123

Address

888 EAST WALNUT STREET · PASADENA, CA · 91101

Phone

(818) 849-1883

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-09

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)

3F · Sponsor used leased employees

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$137K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$64K	—
BFSG LLC	20-8532658	—	ADVISOR\ CONSULTANT	$38K	—

Investments

14 pooled funds· $48.7M(19% 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.

Investment	Type	Current value	% of plan
TRP STABLE VALUE Q T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003	Common Collective Trust	$8.7M	3.4%
TRP RETIRE 2040 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	$8.5M	3.4%