Plan Ledger DOL Form 5500 · updated monthly

Exact Logix, Inc. dba Acculynx401(k)

ACCULYNX 401(K) PLAN · BELOIT, WI · plan year 2024

Employer contribution per participant · 2024
$3,691

Exact Logix, Inc. dba Acculynx's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $14,384,229 across 164 participant accounts, with employer contributions averaging $3,691 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.20% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,077th of 1,936), and 6,729th of 11,654 in professional & technical services. In 2024, employees put in $1.98 for every $1.00 the employer contributed; active participation has grown from 133 to 164 since 2022.

Plan summary
Net assets, end of year$14,384,229
Participants with balances164
Active participants164
Employer contributions$605,368
Employee contributions$1,199,448
Employer contribution per active participant$3,691
Average account balance$87,709
Benefits paid to participants$225,854
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 164 accts · $605K emplr
2023$10.7M · 141 accts · $506K emplr
2022$7.9M · 137 accts · $695K emplr
Administrative expenses, itemized · 2024
Investment management$7,618
Total administrative-$11,421
The Exact Logix, Inc. dba Acculynx 401(k) match · 2024
Employer contribution per active participant$3,691
Median for plans this size$2,416
2024$3,691 per active participant
2023$3,490 per active participant
2022$5,226 per active participant

Exact Logix, Inc. dba Acculynx's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,618

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$3,973 · 0.04%
2022$15,578 · 0.20%
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Source: U.S. Department of Labor, Form 5500 series, EIN 262795995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.