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Original filing (PDF)20251009130904NAL0006627761001
ACCOSYS, INC.
Form 5500
FILING_RECEIVED
ACCOSYS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
978
Accounts w/ balance
1,173
Plan assets (EOY)
$78.7M
Net assets (EOY)
$78.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 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 ACCOSYS, INC..
Plan sponsor
Name
ACCOSYS, INC.
EIN
98-0393862
Address
16355 S. LONE ELM RD. · OLATHE, KS · 66062
Phone
(913) 829-1000
Industry
Transportation & Warehousingsee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY, AND MCMULLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $58K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $45K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
28 direct securities · 2 pooled funds· $78.7M(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
$69.1M
28 holdings
Common Collective Trust
$9.6M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND CL R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $7.3M | 9.3% | |
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $6.7M | 8.6% | |
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $6.5M | 8.3% | |
| Harbor Capital Appreciation Mutual fund | — | — | — | $5.3M | 6.7% | |
| Empower Annuity Insurance Company Guaranteed investment account | — | — | — | $4.5M | 5.7% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $4.4M | 5.6% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $4.2M | 5.3% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $4.0M | 5.0% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $3.8M | 4.8% | |
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $3.6M | 4.5% | |
| T Rowe Price Mid Cap Growth Mutual fund | — | — | — | $3.0M | 3.8% | |
| JPMorgan Equity Income Mutual fund | — | — | — | $2.7M | 3.5% | |
| American Funds EuroPacific Growth Mutual fund | — | — | — | $2.4M | 3.1% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $2.4M | 3.1% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $2.2M | 2.8% | |
| T Rowe Price Health Sciences Mutual fund | — | — | — | $2.0M | 2.5% | |
| Notes Receivable from Participants Various participants, interest rates ranging from 4.25% to 9.50% | — | — | — | $1.9M | 2.4% | |
| Charles Schwab Self-directed brokerage accounts | — | — | — | $1.8M | 2.3% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $1.7M | 2.1% | |
| Vanguard Target Retirement 2065 Mutual fund | — | — | — | $1.6M | 2.0% | |
| JH Disciplined Value Mid Cap Mutual fund | — | — | — | $1.2M | 1.5% | |
| American Beacon Small Vap Value Mutual fund | — | — | — | $1.2M | 1.5% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $1.1M | 1.4% | |
| Vanguard Total Bond Market Index Mutual fund | — | — | — | $977K | 1.2% | |
| Vanguard Developed Markets Index Mutual fund | — | — | — | $518K | 0.7% | |
| Artisan Developing World Investor Mutual fund | — | — | — | $518K | 0.7% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $451K | 0.6% | |
| MassMutual US Government MM Money market fund | — | — | — | $253K | 0.3% | |
| Vanguard FTSE Social Index Admiral Mutual fund | — | — | — | $216K | 0.3% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $177K | 0.2% |