LISA True signed Acushnet Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acushnet Company's EIN is 04-2591836.
Download the official 2024 Form 5500 (PDF) for Acushnet Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acushnet Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $214K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | ACCOUNTANT/AUDITOR | $59K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered investment companies * Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $119.8M | 18.8% | |
| SS TRGT RET 2030 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $69.3M | 10.9% | |
| State Street Global Advisors Target Retirement 2030 Fund Class V Common collective trust | Common Collective Trusts | — | — | $69.3M | 10.9% | |
| State Street Global Advisors Target Retirement 2035 Fund Class V Common collective trust | Common Collective Trusts | — | — | $53.7M | 8.4% | |
| SS TRGT RET 2035 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $53.7M | 8.4% | |
| BlackRock Advantage Small Cap Core Institutional Mutual fund | Other securities | — | — | $46.6M | 7.3% | |
| State Street Global Advisors Target Retirement 2040 Fund Class V Common collective trust | Common Collective Trusts | — | — | $45.3M | 7.1% | |
| SS TRGT RET 2040 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $45.3M | 7.1% | |
| Vanguard Value Index Fund Institutional Shares Mutual fund | Common Collective Trusts | — | — | $36.1M | 5.7% | |
| State Street Global Advisors Target Retirement 2025 Fund Class V Common collective trust | Common Collective Trusts | — | — | $34.9M | 5.5% | |
| SS TRGT RET 2025 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $34.9M | 5.5% | |
| SS TRGT RET 2045 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $34.9M | 5.5% | |
| BlackRock Total Return Fund Institutional Shares Mutual fund | Other securities | — | — | $26.5M | 4.2% | |
| State Street Global Advisors Target Retirement 2050 Fund Class V Common collective trust | Common Collective Trusts | — | — | $25.7M | 4.0% | |
| SS TRGT RET 2050 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $25.7M | 4.0% | |
| T. Rowe Price Large-Cap Growth Fund Class I Mutual fund | Other securities | — | — | $23.7M | 3.7% | |
| Stable value collective trust fund * Fidelity Managed Income Portfolio II Class 1 Stable value collective trust fund | Stable Value | — | — | $22.9M | 3.6% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $22.9M | 3.6% | |
| MFS International Equity R6 Mutual fund | Mutual Funds | — | — | $18.6M | 2.9% | |
| Fidelity International Discovery Fund - Class K6 Mutual fund ** - * Fidelity Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $18.4M | 2.9% | |
| Common collective trusts State Street Global Advisors Target Retirement Fund Class V Common collective trust | Common Collective Trusts | — | — | $15.2M | 2.4% | |
| SS TRGT RET INC V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $15.2M | 2.4% | |
| State Street Global Advisors Target Retirement 2055 Fund Class V Common collective trust | Common Collective Trusts | — | — | $11.7M | 1.8% | |
| SS TRGT RET 2055 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $11.7M | 1.8% | |
| through 2034 | Other securities | — | — | $8.5M | 1.3% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $8.4M | 1.3% | |
| State Street Global Advisors Target Retirement 2060 Fund Class V Common collective trust | Common Collective Trusts | — | — | $8.0M | 1.3% | |
| SS TRGT RET 2060 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $8.0M | 1.3% | |
| Fidelity Real Estate Investment Portfolio Mutual fund | Mutual Funds | — | — | $3.7M | 0.6% | |
| State Street Global Advisors Target Retirement 2065 Fund Class V Common collective trust | Common Collective Trusts | — | — | $3.0M | 0.5% | |
| SS TRGT RET 2065 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $3.0M | 0.5% | |
| Blackrock Advantage Emerging Markets Fund Class K Mutual fund | Other securities | — | — | $1.2M | 0.2% | |
| State Street Global Advisors Target Retirement 2020 Fund Class V Common collective trust | Common Collective Trusts | — | — | $480K | <0.1% | |
| SS TRGT RET 2020 V STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $480K | <0.1% | |
| Money market fund * Fidelity Government Money Market Fund Money market fund | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
