Retirement plan

THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN

Name: THE ACUTRONIC COMPANY - THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: THE ACUTRONIC COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN, THE ACUTRONIC COMPANY

THE ACUTRONIC COMPANYEIN 83-1101488Plan #001PY 2025

700 WATERFRONT DRIVE - PITTSBURGH, PA 152224742412-926-1200

Prospect flagsHigh feesFailed to transmit contributions

How to read this page

Total assets (EOY)

$18M

+17.7% from 2024

Total participants

193

+19.1% from 2024

Average account balance

$100,189

+3.3% from 2024

Annual return

20.05%

+2.36 pp from 2024

Benchmarks

See 2,025 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort2,025 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$18.03M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$100K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

180

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.88M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.05%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$505

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 8-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS5 years Filed as: JMS CAPITAL GROUP WEALTH SERVICES Service code 27 417 THORN STREET SUITE 300 · SEWICKLEY, PA 15143	Advisory (Plan)	$71,108
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$9,273
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY ADVISORY GROUP Service code 99 PARENT LP DBA BAKER TIL · MADISON, WI 53707	Other Fees	$5,960
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 13 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105	Contract Administrator	$4,412
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VANTAGEN LLC Service code 13 LOCKBOX 7831 · PHILADELPHIA, PA 19178	Contract Administrator	$300

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$91K

$568 / participant

Other / not subdivided$91K100.0%

% of EOY assets

0.504%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: TAIT WELLER & BAKER LLP
Auditor EIN: 231144520
Audit fees: (not subdivided)
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$100,189

$87,870+14.0%

$113,168-11.5%

$74,304+34.8%

Participation rate

91.9%

70.7%+21.1pp

76.6%+15.3pp

60.3%+31.5pp

Annual return

20.05%

26.44%-6.4pp

24.27%-4.2pp

29.43%-9.4pp

Employer contribution / active EE

$3,497

$2,277+53.6%

$2,975+17.5%

$2,241+56.0%

Participant deferral / active EE

$8,263

$4,241+94.8%

$5,107+61.8%

$3,767+119.3%

Admin fee / account holder

$505

$3,368-85.0%

$12,068-95.8%

$2,969-83.0%

Provider

Service type

Compensation

AMERICAN FUNDS5 years

Filed as: JMS CAPITAL GROUP WEALTH SERVICES

Service code 27

417 THORN STREET SUITE 300 · SEWICKLEY, PA 15143

Advisory (Plan)

$71,108

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$9,273

BAKER TILLY US, LLP1 year

Filed as: BAKER TILLY ADVISORY GROUP

Service code 99

PARENT LP DBA BAKER TIL · MADISON, WI 53707

Other Fees

$5,960

BAKER TILLY US, LLP4 years

Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP

Service code 13

2599 WILMINGTON ROAD · NEW CASTLE, PA 16105

Contract Administrator

$4,412

BAKER TILLY US, LLP1 year

Filed as: BAKER TILLY VANTAGEN LLC

Service code 13

LOCKBOX 7831 · PHILADELPHIA, PA 19178

Contract Administrator

$300

THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion