TARA Lawrence signed Accion Labs US, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accion Labs US, Inc.'s EIN is 27-4827982.
Download the official 2024 Form 5500 (PDF) for Accion Labs US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accion Labs US, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APOLLON WEALTH MANAGEMENT LLC | 82-3706323 | MT PLEASANT, SC | INVESTMENT ADVISORY-PLAN | $32K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE BLEND SELCT TRST 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $1.7M | 36.8% | |
| T ROWE PRICE BLEND SELCT TRST 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $926K | 19.6% | |
| T ROWE PRICE BLEND SELCT TRST 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $746K | 15.7% | |
| T ROWE PRICE BLEND SELCT TRST 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $249K | 5.3% | |
| INVESCO DISCOVERY Y Mutual Funds | Mutual Funds | — | — | $166K | 3.5% | |
| T ROWE PRICE BLEND SELCT TRST 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $153K | 3.2% | |
| LGCAP GRW II EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $128K | 2.7% | |
| T ROWE PRICE BLEND SELCT TRST 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $105K | 2.2% | |
| FIDELITY 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $98K | 2.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $90K | 1.9% | |
| PUTNAM STABLE VALUE FUND Collective Trust Funds | Stable Value | — | — | $89K | 1.9% | |
| Participant Loans Interest rates from 5.12% to 10.50% | Bonds / Notes | — | — | $70K | 1.5% | |
| T ROWE PRICE BLEND SELCT TRST 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $50K | 1.1% | |
| FIDELITY MID CAP INDEX Mutual Funds | Mutual Funds | — | — | $30K | 0.6% | |
| PGIM JENNISON NATURAL RESOURCES R6 Mutual Funds | Other securities | — | — | $26K | 0.5% | |
| PGIM JENNISON GLOBAL OPPS R6 Mutual Funds | Other securities | — | — | $21K | 0.4% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $16K | 0.3% | |
| INVESCO DISCOVERY MID CAP GROWTH R6 Mutual Funds | Mutual Funds | — | — | $16K | 0.3% | |
| T ROWE PRICE BLEND SELCT TRST 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $15K | 0.3% | |
| T ROWE PRICE BLEND SELCT TRST 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $13K | 0.3% | |
| FIDELITY SMALL CAP INDEX Mutual Funds | Mutual Funds | — | — | $12K | 0.3% | |
| VIRTUS DUFF & PHELPS WATER INSTITUTIONAL Mutual Funds | Other securities | — | — | $11K | 0.2% | |
| RDFV MFS MID CAP VALUE FUND (IS PLATFORM) Pooled Separate Accounts Valued at | Pooled Separate Accounts | — | — | $11K | 0.2% | |
| FUTUREFUNDS SERIES ACCOUNT II EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $11K | 0.2% | |
| COLUMBIA DIVIDEND VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $8K | 0.2% | |
| FIDELITY INTERNATIONAL INDEX Mutual Funds | Mutual Funds | — | — | $7K | 0.1% | |
| BLACKROCK GLOBAL DIVIDEND K Mutual Funds | Other securities | — | — | $4K | <0.1% | |
| OPEN MFS INTERNATIONAL GROWTH R3 Mutual Funds | Mutual Funds | — | — | $2K | <0.1% | |
| INVESCO OPPENHEIM STEELPATH MLP ALPHA Mutual Funds | Mutual Funds | — | — | $1K | <0.1% | |
| BRANDYWINEGLOBAL FLEXIBLE BOND IS Mutual Funds | Other securities | — | — | $1K | <0.1% | |
| R6 LAZARD GLOBAL LISTED INFRASTRUCTURE Mutual Funds | Other securities | — | — | $1K | <0.1% | |
| COLUMBIA INTERNATIONAL DIV INC INST3 Mutual Funds | Common Stocks | — | — | $1K | <0.1% | |
| T ROWE PRICE BLEND SELCT TRST 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MIDCAP INDX SL CL XIV STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST US TTL MKT INDX SL SF CLII STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
