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Original filing (PDF)20251002080017NAL0000308224001
ACUSHNET COMPANY
Form 5500
FILING_RECEIVED
ACUSHNET COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
3,312
Accounts w/ balance
3,712
Plan assets (EOY)
$637.7M
Net assets (EOY)
$637.7M
How this plan invests
This plan
12 pooled trusts
Schedule D
24 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 ACUSHNET COMPANY.
Plan sponsor
Name
ACUSHNET COMPANY
EIN
04-2591836
Address
PO BOX 965 · FAIRHAVEN, MA · 02719
Phone
(508) 979-2000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $214K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | ACCOUNTANT/AUDITOR | $59K | — |
Investments
23 direct securities · 12 pooled funds· $927.0M(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
$601.8M
23 holdings
Common Collective Trust
$325.2M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies * Fidelity 500 Index Fund Mutual fund | — | — | — | $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 | — | — | — | $69.3M | 10.9% | |
| State Street Global Advisors Target Retirement 2035 Fund Class V Common collective trust | — | — | — | $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 | — | — | — | $46.6M | 7.3% | |
| State Street Global Advisors Target Retirement 2040 Fund Class V Common collective trust | — | — | — | $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 | — | — | — | $36.1M | 5.7% | |
| State Street Global Advisors Target Retirement 2025 Fund Class V Common collective trust | — | — | — | $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 | — | — | — | $26.5M | 4.2% | |
| State Street Global Advisors Target Retirement 2050 Fund Class V Common collective trust | — | — | — | $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 | — | — | — | $23.7M | 3.7% | |
| Stable value collective trust fund * Fidelity Managed Income Portfolio II Class 1 Stable value collective trust fund | — | — | — | $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 | — | — | — | $18.6M | 2.9% | |
| Fidelity International Discovery Fund - Class K6 Mutual fund ** - * Fidelity Extended Market Index Fund Mutual fund | — | — | — | $18.4M | 2.9% | |
| Common collective trusts State Street Global Advisors Target Retirement Fund Class V Common collective trust | — | — | — | $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 | — | — | — | $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 | — | — | — | $8.5M | 1.3% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $8.4M | 1.3% | |
| State Street Global Advisors Target Retirement 2060 Fund Class V Common collective trust | — | — | — | $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 | — | — | — | $3.7M | 0.6% | |
| State Street Global Advisors Target Retirement 2065 Fund Class V Common collective trust | — | — | — | $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 | — | — | — | $1.2M | 0.2% | |
| State Street Global Advisors Target Retirement 2020 Fund Class V Common collective trust | — | — | — | $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 | — | — | — | $15K | <0.1% |
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