Joanna Swanson signed Acrisure, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acrisure, LLC's EIN is 26-3554645.
Download the official 2024 Form 5500 (PDF) for Acrisure, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acrisure, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $400K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $124K | — |
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 |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 36-3168081 | — | ACCOUNTANT | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Principal Life Insurance Company Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $162.2M | 14.3% | |
| s * Principal Life Insurance Company Core Fixed Income Separate Account-Z | Pooled Separate Accounts | — | — | $142.6M | 12.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $142.6M | 12.6% | |
| JP Morgan Large Cap Gr R6 | Other securities | — | — | $119.3M | 10.5% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $104.3M | 9.2% | |
| Vanguard Group Instl Target Instl Inx Fund | Mutual Funds | — | — | $93.5M | 8.2% | |
| American Funds New World R6 | Mutual Funds | — | — | $57.0M | 5.0% | |
| MFS Research International Fd Cl R6 | Mutual Funds | — | — | $54.8M | 4.8% | |
| Victory Capital Trivalent Intl Sm Cp | Other securities | — | — | $51.2M | 4.5% | |
| Vanguard Group Mid Capitalization Index Ins | Mutual Funds | — | — | $32.9M | 2.9% | |
| Vanguard Group Samll- cap Index Fund | Common Collective Trusts | — | — | $32.7M | 2.9% | |
| Vanguard Group Small Cap Index Instl | Mutual Funds | — | — | $31.3M | 2.8% | |
| Blackrock Mid Cap Growth Eq K | Other securities | — | — | $30.7M | 2.7% | |
| Vanguard Group Instl Target Ret 2030 Instl | Mutual Funds | — | — | $27.6M | 2.4% | |
| Federated Securities Corp Hermes Kaufmann Small Cap R6 | Common Stocks | — | — | $24.7M | 2.2% | |
| Vanguard Group Instl Target Ret 2040 Instl | Mutual Funds | — | — | $19.6M | 1.7% | |
| Vanguard Group Instl Target Ret 2035 Instl | Mutual Funds | — | — | $19.4M | 1.7% | |
| Vanguard Group Instl Target Ret 2025 Instl | Mutual Funds | — | — | $17.9M | 1.6% | |
| Participant Loans 2.00% to 9.75% | Bonds / Notes | — | — | $12.9M | 1.1% | |
| Vanguard Group Balanced Index I | Mutual Funds | — | — | $11.1M | 1.0% | |
| Vanguard Group Instl Target Ret 2050 Instl | Mutual Funds | — | — | $11.0M | 1.0% | |
| Vanguard Group Instl Target Ret 2045 Instl | Mutual Funds | — | — | $9.8M | 0.9% | |
| Vanguard Group Instl Target Ret 2055 Instl | Mutual Funds | — | — | $7.0M | 0.6% | |
| Vanguard Group Instl Target Ret 2065 Instl | Mutual Funds | — | — | $4.5M | 0.4% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | — | $4.1M | 0.4% | |
| Cohen & Steers I Reality Sh FD | Other securities | — | — | $3.5M | 0.3% | |
| Metropolitan Life West Total Return Bond | Other securities | — | — | $3.2M | 0.3% | |
| Vanguard Group Instl Target Ret 2060 Instl | Mutual Funds | — | — | $2.6M | 0.2% | |
| Vanguard Group Target Ret Inc Inv Fund | Mutual Funds | — | — | $1.5M | 0.1% | |
| Vanguard Group Instl Target Ret 2070 Instl | Mutual Funds | — | — | $1.3M | 0.1% | |
| Vanguard Group Instl Target Tet 2020 Instl | Mutual Funds | — | — | $1.2M | 0.1% | |
| Blackrock Inflation Protected Bond Portfolio Cl K | Other securities | — | — | $1.1M | <0.1% | |
| PIMCO Intl Bond (Usd Hedged) Inst | Mutual Funds | — | — | $916K | <0.1% | |
| Vanguard Group Vngrd Rsl 1000 Gr Idx Instl Fd | Common Collective Trusts | — | — | $343K | <0.1% | |
| Voya Retirement Insurance Annuity Fixed Income Account | Other securities | — | — | $262K | <0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $25K | <0.1% | |
| (E) | Other securities | — | $14K | $25K | <0.1% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $14K | <0.1% | |
| (E) | Other securities | — | — | $1K | <0.1% | |
| Vanguard Group U.S. Growth Admiral Shs | Mutual Funds | — | — | $1K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY ADVSR STBL VALUE C I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
