Seth Larner signed Hudson Valley Staff, Ltd. DBA Acadia HR's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hudson Valley Staff, Ltd. DBA Acadia HR's EIN is 14-1725479.
Download the official 2024 Form 5500 (PDF) for Hudson Valley Staff, Ltd. DBA Acadia HR from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hudson Valley Staff, Ltd. DBA Acadia HR's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | 36-6071399 | — | RECORDKEEPER | $40K | — |
| COMPASS 360, LLC | 81-1939215 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 675 | Pooled Separate Account | — | — | $1.5M | 17.9% | |
| VANGUARD TOTAL STOCK MARKET INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $1.1M | 13.3% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 674 | Pooled Separate Account | — | — | $839K | 9.9% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 678 | Pooled Separate Account | — | — | $739K | 8.8% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 673 | Pooled Separate Account | — | — | $721K | 8.5% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 676 | Pooled Separate Account | — | — | $583K | 6.9% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 680 | Pooled Separate Account | — | — | $524K | 6.2% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 818 | Pooled Separate Account | — | — | $300K | 3.6% | |
| Transamerica Stable Value Compass Account | Stable Value | — | — | $265K | 3.1% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 677 | Pooled Separate Account | — | — | $240K | 2.8% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $207K | 2.5% | |
| VANGUARD SMALL-CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $173K | 2.1% | |
| Notes Receivable from Participants | Other securities | — | — | $167K | 2.0% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 679 | Pooled Separate Account | — | — | $164K | 1.9% | |
| MORGAN STANLEY GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 305 | Pooled Separate Account | — | — | $138K | 1.6% | |
| VIRTUS CEREDEX MID-CAP VAL EQTY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 339 | Pooled Separate Account | — | — | $122K | 1.5% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $117K | 1.4% | |
| INVESCO DEVELOPING MARKETS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 471 | Pooled Separate Account | — | — | $114K | 1.4% | |
| MFS UTILITIES RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 519 | Pooled Separate Account | — | — | $72K | 0.9% | |
| TRANSAMERICA LARGE CAP VALUE RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 477 | Pooled Separate Account | — | — | $72K | 0.9% | |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 446 | Pooled Separate Account | — | — | $47K | 0.6% | |
| LORD ABBETT FUNDAMENTAL EQUITY RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 383 | Pooled Separate Account | — | — | $40K | 0.5% | |
| PIONEER STRATEGIC INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 474 | Pooled Separate Account | — | — | $31K | 0.4% | |
| PIMCO LOW DURATION RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 472 | Pooled Separate Account | — | — | $21K | 0.3% | |
| TRANSAMERICA INTL STOCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 539 | Pooled Separate Account | — | — | $14K | 0.2% | |
| PRUDENTIAL JENNISON SMALL COMPANY R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 476 | Pooled Separate Account | — | — | $14K | 0.2% | |
| PIMCO REAL RETURN RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 473 | Pooled Separate Account | — | — | $9K | 0.1% | |
| AMERICAN CENTURY GOVERNMENT BOND RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 413 | Pooled Separate Account | — | — | $8K | <0.1% | |
| TEMPLETON GLOBAL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 350 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $5K | <0.1% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $3K | <0.1% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 086 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| BEYOND WEALTH MANAGEMENT GROUP LLC |
| 82-0775838 |
| — |
| INVESTMENT ADVISORY - P1 |
| $31K |
| — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY - PL | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AAFCPAS | 04-2571780 | — | AUDIT | $30K | — |
