Angela Little signed Accurate Group Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accurate Group Holdings, LLC's EIN is 26-4285688.
Download the official 2024 Form 5500 (PDF) for Accurate Group Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accurate Group Holdings, 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 |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 11-1000111 | — | SERVICE PROVIDER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS AND INS SERVICES | — | HOUSTON, TX | THIRD-PARTY ADMIN | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date R6 | Mutual Funds | — | — | $3.3M | 25.2% | |
| American Funds 2025 Target Date R6 | Mutual Funds | — | — | $1.4M | 10.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 9.5% | |
| American Funds 2040 Target Date R6 | Mutual Funds | — | — | $1.1M | 8.6% | |
| American Funds 2035 Target Date R6 | Mutual Funds | — | — | $949K | 7.2% | |
| AB Large Cap Growth Fund Z | Other securities | — | — | $740K | 5.6% | |
| American Funds 2045 Target Date R6 | Mutual Funds | — | — | $676K | 5.1% | |
| American Funds 2030 Target Date R6 | Mutual Funds | — | — | $665K | 5.0% | |
| Vanguard Intl Growth Fund Adm | Mutual Funds | — | — | $379K | 2.9% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $321K | 2.4% | |
| Participant Notes Receivable | Other securities | — | — | $290K | 2.2% | |
| Vanguard Equity Income Fund Adm | Mutual Funds | — | — | $262K | 2.0% | |
| Voya Stable Value Fund II VS1 | Stable Value | — | — | $221K | 1.7% | |
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $221K | 1.7% | |
| John Hancock Bond Fund R6 | Other securities | — | — | $200K | 1.5% | |
| American Funds 2060 Target Date R6 | Mutual Funds | — | — | $195K | 1.5% | |
| American Funds 2055 Target Date R6 | Mutual Funds | — | — | $192K | 1.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $183K | 1.4% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $158K | 1.2% | |
| American Funds 2020 Target Date R6 | Mutual Funds | — | — | $156K | 1.2% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $92K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund Adm | Common Collective Trusts | — | — | $73K | 0.5% | |
| Vanguard Small-Cap VaIue Index Fund Adm | Common Collective Trusts | — | — | $69K | 0.5% | |
| Janus Henderson Triton Fund N | Mutual Funds | — | — | $64K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $61K | 0.5% | |
| American Funds New Perspective | Mutual Funds | — | — | $59K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $39K | 0.3% | |
| American Funds 2065 Target Date R6 | Mutual Funds | — | — | $33K | 0.3% | |
| PIMCO Intl Bond Fund (US Dollar-Hedged) I | Mutual Funds | — | — | $32K | 0.2% | |
| American Funds 2010 Target Date R6 | Mutual Funds | — | — | $14K | 0.1% | |
| Voya Government Money Market A (Hld Acct) | Cash / Money Market | — | — | $8K | <0.1% | |
| American Funds 2015 Target Date R6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
