Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Accurate Group Holdings
Accurate Group Holdings 401(k)
- Real estate and rental and leasing
- Independence, OH
- EIN 26-4285688
- 1 plan with Schedule H financials
- Plan year 2024
- Accurate Group Holdings, LLC
Administrative expenses excluding investment management, per participant · The Accurate Group 401(k) Profit Sharing Plan · plan year 2024
$252.14
Higher than 81% of the 24,371 plans $10 to 50M that report it.
Source
= $120,523 / 478
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250826125129NAL0004439955001, received 2025-08-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826125129NAL0004439955001, received 2025-08-26
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-26.
Cost and contributions
Administrative expenses per participant
$348.74
Higher than 79% of the 25,098 plans $10 to 50M that report it.
Source
= $166,700 / 478
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250826125129NAL0004439955001, received 2025-08-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826125129NAL0004439955001, received 2025-08-26
Administrative expenses as a share of assets
1.256%
Higher than 100% of the 25,132 plans $10 to 50M that report it.
Source
= $166,700 / $13,271,330
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250826125129NAL0004439955001, received 2025-08-26
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250826125129NAL0004439955001, received 2025-08-26
Employer contributions per participant
$223
Higher than 2% of the 24,050 plans $10 to 50M that report it.
Source
= $106,801 / 478
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250826125129NAL0004439955001, received 2025-08-26
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826125129NAL0004439955001, received 2025-08-26
Employer share of total contributions
6.5%
Higher than 3% of the 24,084 plans $10 to 50M that report it.
Source
= $106,801 / $1,640,450
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250826125129NAL0004439955001, received 2025-08-26
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250826125129NAL0004439955001, received 2025-08-26
Plan terms, as stated in Accurate Group Holdings, LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250826125129NAL0004439955001, received 2025-08-26
Full record, The Accurate Group 401(k) Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ACCURATE GROUP HOLDINGS, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Plan name | THE ACCURATE GROUP 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Sponsor EIN / plan number | 26-4285688 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Sponsor location | INDEPENDENCE, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Industry (business code) | 531390, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Filing received | 2025-08-26 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Participants, beginning of year | 599 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Active participants | 433 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Participants, end of year | 500 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Participants with an account balance | 478 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Total assets, beginning of year | $10,787,573 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Total assets, end of year | $13,271,330 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Net assets, end of year | $13,271,330 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Total income | $3,445,746 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Net income | $941,708 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Employer contributions | $106,801 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Participant contributions | $1,458,438 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Other contributions (incl. rollovers) | $75,211 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Total contributions | $1,640,450 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Benefit payments | $2,337,338 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Total expenses (incl. benefit payments) | $2,504,038 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Total administrative expenses | $166,700 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Contract administrator fees | $119,573 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Investment advisory and management fees | $46,177 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Administrative expenses excluding investment management | $120,523 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Held in mutual funds | $12,760,544 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250826125129NAL0004439955001, received 2025-08-26 |
| Independent auditor | PW PARTNERS LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250826125129NAL0004439955001, received 2025-08-26 |
Position = column in the DOL layout for form year 2024. Filing 20250826125129NAL0004439955001, received 2025-08-26.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | SERVICE PROVIDER | 99 Other fees | $46,177 | no |
| CBIZ BENEFITS AND INS SERVICES | THIRD-PARTY ADMIN | 49 Other services | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250826125129NAL0004439955001, received 2025-08-26.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $10,787,573 | $13,271,330 | 23.0% |
| Participants with a balance | 487 | 478 | -1.8% |
| Administrative expenses | $115,375 | $166,700 | 44.5% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $213,030 | $106,801 | -49.9% |
Prior filing 20240827155451NAL0023579730001, received 2024-08-27; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ACCURATE GROUP HOLDINGS, LLC; SEC registrant: Accurate Group Holdings, LLC (CIK 1477829, matched by EIN).