Linda Schwabenbauer signed Acelero, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acelero, Inc.'s EIN is 30-0077025.
Download the official 2024 Form 5500 (PDF) for Acelero, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acelero, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $47K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index Target Date Funds 2045 IPR | Mutual Funds | — | — | $6.0M | 19.2% | |
| Fidelity Investments Fidelity Freedom Index Target Date Funds 2050 IPR | Mutual Funds | — | — | $5.0M | 15.9% | |
| Fidelity Investments Fidelity Freedom Index Target Date Funds 2040 IPR | Mutual Funds | — | — | $4.0M | 12.7% | |
| Fidelity Investments Fidelity Freedom Index Target Date Funds 2035 IPR | Mutual Funds | — | — | $3.2M | 10.1% | |
| Fidelity Investments Fidelity Freedom Index Target Date Funds 2030 IPR | Mutual Funds | — | — | $3.0M | 9.5% | |
| Fidelity Investments Fidelity Freedom Index Target Date Funds 2055 IPR | Mutual Funds | — | — | $2.1M | 6.7% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.7M | 5.5% | |
| Fidelity Investments Fidelity Freedom Index Target Date Funds 2025 IPR | Mutual Funds | — | — | $1.5M | 4.8% | |
| Participant loans Participant loans - interest rates ranging from -0- | Participant loans | — | — | $832K | 2.7% | |
| Fidelity Investments Fidelity Freedom Index Target Date Funds 2060 IPR | Mutual Funds | — | — | $781K | 2.5% | |
| Fidelity Investments Fidelity Freedom Index Target Date Funds 2020 IPR | Mutual Funds | — | — | $738K | 2.4% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $437K | 1.4% | |
| Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $340K | 1.1% | |
| Fidelity Investments Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $336K | 1.1% | |
| Invesco-Oppenheimer Invesco Discovery Fund Class R6 | Mutual Funds | — | — | $258K | 0.8% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund IPR | Mutual Funds | — | — | $185K | 0.6% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $163K | 0.5% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $160K | 0.5% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $148K | 0.5% | |
| AllianceBernstein U.S. Large Cap Growth Collective | Common Collective Trusts | — | — | $125K | 0.4% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $125K | 0.4% | |
| Pioneer Bond Fund Class K | Other securities | — | — | $125K | 0.4% | |
| American Funds American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $89K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index Target Date Funds 2015 IPR | Mutual Funds | — | — | $68K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index Income Fund IPR | Mutual Funds | — | — | $39K | 0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index Target Date Funds 2010 IPR | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| ADVISOR |
| $17K |
| — |
