BETH Tryon signed Acument Global Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acument Global Technologies, Inc.'s EIN is 20-5110172.
Download the official 2024 Form 5500 (PDF) for Acument Global Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acument Global Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $112K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| TROWE PR D 2035 TR A T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $21.3M | 16.4% | |
| TROWE PR D 2030 TR A T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $18.0M | 13.9% | |
| TROWE PR D 2040 TR A T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.3M | 9.5% | |
| TROWE PR D 2025 TR A T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $11.3M | 8.8% | |
| Vanguard Total Stock Mkt Idx Instl | Common Collective Trusts | — | — | $9.2M | 7.1% | |
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $7.4M | 5.7% | |
| PUTNAM STABLE VAL (25) PUTNAM · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $7.3M | 5.6% | |
| TROWE PR D 2045 TR A T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $6.1M | 4.7% | |
| ALLSPRING CORE PLUS BOND CIT MD1 SEI · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $5.8M | 4.5% | |
| TROWE PR D 2055 TR A T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.9M | 3.0% | |
| TROWE PR D 2050 TR A T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.2M | 2.5% | |
| MFS Intl Eq R6 | Mutual Funds | — | — | $3.2M | 2.5% | |
| Blackrock Eq Dividend Inv A | Other securities | — | — | $3.0M | 2.3% | |
| TROWE PR D 2020 TR A T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.1% | |
| MassMutual MassMtl Mid Cap Gr R5 | Other securities | — | — | $2.6M | 2.0% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $2.5M | 2.0% | |
| Victory Sycamore Est Val R | Other securities | — | — | $2.5M | 1.9% | |
| JP Morgan Undiscovered Mgrs Behavioral Val R6 | Other securities | — | — | $1.3M | 1.0% | |
| TROWE PR D 2015 TR A T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.0% | |
| AB Small Cap Gr A | Other securities | — | — | $1.2M | 1.0% | |
| TROWE PR D 2060 TR A T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.9% | |
| Cohen & Steers Cohen & Steers Realty Shares L | Other securities | — | — | $896K | 0.7% | |
| Cullen Emerging Mkts High Div I | Other securities | — | — | $876K | 0.7% | |
| TROWE PR D 2065 TR A T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $198K | 0.2% | |
| TROWE PR D 2010 TR A T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $112K | <0.1% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $32K | <0.1% | |
| TROWE PR D 2005 TR A T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN, PLLP | 38-1357951 | — | AUDITOR | $20K | — |
