Lindsay Desautels signed Acadia Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acadia Management, Inc.'s EIN is 20-2539295.
Download the official 2024 Form 5500 (PDF) for Acadia Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acadia Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $98K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FlexPATH Index+ Mod 2045 R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $9.8M | 20.1% | |
| FlexPATH Index+ Mod 2035 R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $8.0M | 16.4% | |
| FlexPATH Index+ Mod 2055 R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $7.9M | 16.2% | |
| FlexPATH Index+ Mod Ret R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $5.1M | 10.5% | |
| BlkRck Equity Index Fund 1 Common Collective Fund N/A | Common Collective Trusts | — | — | $3.3M | 6.7% | |
| JPMorgan LgCp Grw Fnd R6 Mutual Fund N/A | Other securities | — | — | $1.5M | 3.1% | |
| FlexPATH Index+ Agg 2045 R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $1.2M | 2.4% | |
| Janus Hndr Enterprise Fund I Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 2.2% | |
| Notes receivable from participants Maturing 2025-2052 at interest rates of 5.25% - 10.50% - | Bonds / Notes | — | — | $978K | 2.0% | |
| DWS US Treasury Mny Fd S Mutual Fund N/A | U.S. Treasuries | — | — | $856K | 1.8% | |
| FlexPATH Index+ Mod 2065 R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $741K | 1.5% | |
| Columbia Strategic Inc Fnd I Mutual Fund N/A | Common Stocks | — | — | $663K | 1.4% | |
| VY JPM SmCp Cr Eq Port R6 Mutual Fund N/A | Other securities | — | — | $629K | 1.3% | |
| Fidelity Mid Cap Idx Fd Mutual Fund N/A | Common Collective Trusts | — | — | $582K | 1.2% | |
| FlexPATH Index+ Agg 2055 R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $561K | 1.1% | |
| American Funds Nw Prspctv R4 Mutual Fund N/A | Mutual Funds | — | — | $513K | 1.1% | |
| PGIM High Yield Fund A Mutual Fund N/A | Other securities | — | — | $501K | 1.0% | |
| FlexPATH Index+ Con 2065 R1 Common Collective Fund N/A 253 * Voya Fixed Account (4062) Guaranteed Investment Contract N/A | Stable Value | — | — | $493K | 1.0% | |
| BlkRck EAFE Equity Index Fnd 1 Common Collective Fund N/A | Common Collective Trusts | — | — | $488K | 1.0% | |
| Vangrd Wellington Fund Adm Mutual Fund N/A | Other securities | — | — | $452K | 0.9% | |
| MFS Core Equity Fund R6 Mutual Fund N/A | Mutual Funds | — | — | $445K | 0.9% | |
| Large Cap Value Fund R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $400K | 0.8% | |
| American Funds New World R4 Mutual Fund N/A | Mutual Funds | — | — | $392K | 0.8% | |
| Transamerica Intl Equity Fd I Mutual Fund N/A | Other securities | — | — | $339K | 0.7% | |
| FlexPATH Index+ Agg 2035 R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $299K | 0.6% | |
| Carillon Scout Mid Cap Cl R6 Mutual Fund N/A | Other securities | — | — | $276K | 0.6% | |
| FlexPATH Index+ Con 2055 R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $229K | 0.5% | |
| BlkRck US Debt Index Fund 1 Common Collective Fund N/A | Common Collective Trusts | — | — | $200K | 0.4% | |
| FlexPATH Index+ Agg Ret R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $197K | 0.4% | |
| JPMorgan Emrg Mkts Eqty Fd L Mutual Fund N/A | Other securities | — | — | $162K | 0.3% | |
| FlexPATH Index+ Agg 2065 R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $157K | 0.3% | |
| Core Bond Fund R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $123K | 0.3% | |
| FlexPATH Index+ Con 2035 R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $83K | 0.2% | |
| FlexPATH Index+ Con 2045 R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $67K | 0.1% | |
| FlexPATH Index+ Con Ret R1 Common Collective Fund N/A | Common Collective Trusts | — | — | $52K | 0.1% | |
| AB Global Bond Fund Adv Mutual Fund N/A | Other securities | — | — | $41K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Mutual Fund N/A | Other securities | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| SPECTRUM PENSION CONSULTANTS INC | 91-1035498 | — | SERVICE PROVIDER | $10K | — |
