Kristine Raymond signed Acopia, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acopia, LLC's EIN is 26-0777326.
Download the official 2024 Form 5500 (PDF) for Acopia, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acopia, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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.
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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OHIO NATIONAL INSURANCE AGENCY INC | 32-0071428 | — | OTHER SERVICES | $0 | — |
| O N EQUITY SALES CO | 31-0742113 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AM FDS 2055 TRGT DTE RTM R6 FD | Other securities | — | $0 | $2.2M | 14.4% | |
| Prin SAM Flexible Income SA-Z | Common Stocks | — | $0 | $1.6M | 10.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.6M | 10.4% | |
| AM FDS 2050 TRGT DTE RTM R6 FD | Other securities | — | $0 | $1.5M | 9.7% | |
| AM FDS 2065 TRGT DTE RTM R6 FD | Other securities | — | $0 | $1.3M | 8.1% | |
| AM FDS 2060 TRGT DTE RTM R6 FD | Other securities | — | $0 | $1.0M | 6.6% | |
| Virtus NFJ MidCap Val R6 Fd | Other securities | — | $0 | $908K | 5.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $908K | 5.9% | |
| AM FDS 2030 TRGT DTE RTM R6 FD | Other securities | — | $0 | $742K | 4.8% | |
| AM FDS 2015 TRGT DTE RTM R6 FD | Other securities | — | $0 | $604K | 3.9% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $572K | 3.7% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $572K | 3.7% | |
| AM FDS 2035 TRGT DTE RTM R6 FD | Other securities | — | $0 | $568K | 3.7% | |
| AM FDS 2025 TRGT DTE RTM R6 FD | Other securities | — | $0 | $533K | 3.4% | |
| AM FDS 2040 TRGT DTE RTM R6 FD | Other securities | — | $0 | $460K | 3.0% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $405K | 2.6% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $405K | 2.6% | |
| Prin SAM Balanced Sep Acct-Z | Pooled Separate Accounts | — | $0 | $304K | 2.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $304K | 2.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $294K | 1.9% | |
| Prin SmCap Growth I Sep Acct-Z | Pooled Separate Accounts | — | $0 | $294K | 1.9% | |
| Participant Loans | Participant loans | — | $0 | $273K | 1.8% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | $0 | $239K | 1.5% | |
| AM FDS 2020 TRGT DTE RTM R6 FD | Other securities | — | $0 | $233K | 1.5% | |
| AM FDS 2010 TRGT DTE RTM R6 FD | Other securities | — | $0 | $228K | 1.5% | |
| AM FDS 2045 TRGT DTE RTM R6 FD | Other securities | — | $0 | $225K | 1.5% | |
| PRIN SAM STRAT GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 109 | Pooled Separate Account | — | — | $158K | 1.0% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $158K | 1.0% | |
| PRIN SAM CONS BALANCED SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 106 | Pooled Separate Account | — | $0 | $153K | 1.0% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $135K | 0.9% | |
| Prin MidCap Sep Acct-Z | Pooled Separate Accounts | — | $0 | $125K | 0.8% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $125K | 0.8% | |
| Voya Multi-Mgr Intl Sm Cp I Fd | Other securities | — | $0 | $122K | 0.8% | |
| Prin Equity Income SA-Z | Common Stocks | — | $0 | $103K | 0.7% | |
| Macquarie Small Cap Core R6 Fu | Other securities | — | $0 | $94K | 0.6% | |
| Macquarie Small Cap Value R6 F | Other securities | — | $0 | $93K | 0.6% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $93K | 0.6% | |
| PRIN SAM CONS GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 107 | Pooled Separate Account | — | — | $81K | 0.5% | |
| MassMutual Mid Cap Gr I Fd | Other securities | — | $0 | $81K | 0.5% | |
| Prin SAM Strat Growth SA-Z | Common Stocks | — | $0 | $69K | 0.4% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $56K | 0.4% | |
| Am Fds Grth Fd of Am R6 Fund | Other securities | — | $0 | $31K | 0.2% | |
| Columbia Total Ret Bond I3 Fd | U.S. Treasuries | — | $0 | $19K | 0.1% | |
| Amer Fund Cap Wld Bnd R6 Fund | Other securities | — | $0 | $13K | <0.1% | |
| PRIN SAM FLEXIBLE INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 108 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Prin Capital Appr SA-Z | Common Stocks | — | $0 | $8K | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% |
