Victor Barnes signed ACU-Serve, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ACU-Serve, LLC's EIN is 34-1738280.
Download the official 2024 Form 5500 (PDF) for ACU-Serve, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ACU-Serve, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | 48-1305000 | — | INVESTMENT/FINANCIAL ADVI | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GOLDMAN SACHS LCG INSIGHTS R6 | Registered Investment Companies | — | — | $877K | 12.4% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $779K | 11.0% | |
| NUVEEN LC INDEX 2025 R6 90 REGISTERED INVESTMENT COMPANY FID 500 IND | Registered Investment Companies | — | — | $633K | 9.0% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $603K | 8.5% | |
| NUVEEN LC INDEX 2065 R6 738 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2020 R6 296 REGISTERED INVESTMENT COMPANY FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $559K | 7.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $423K | 6.0% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $397K | 5.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $387K | 5.5% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $337K | 4.8% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $268K | 3.8% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $244K | 3.5% | |
| STATE ST INT STOCK SELECTION K | Registered Investment Companies | — | — | $214K | 3.0% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $178K | 2.5% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $157K | 2.2% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $141K | 2.0% | |
| NUVEEN LC INDEX 2060 R6 94 REGISTERED INVESTMENT COMPANY CLEARBRIDGE APPRECIATION FD IS | Registered Investment Companies | — | — | $133K | 1.9% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $116K | 1.6% | |
| FID ST TREAS BOND INDX | Registered Investment Companies | — | — | $82K | 1.2% | |
| BAIRD AGGREGATE BOND INST | Registered Investment Companies | — | — | $80K | 1.1% | |
| PRINCIPAL HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $66K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $57K | 0.8% | |
| T ROWE PRICE MID CAP VALUE I | Registered Investment Companies | — | — | $55K | 0.8% | |
| GOLDMAN SACHS US MORTGAGES R6 | Registered Investment Companies | — | — | $51K | 0.7% | |
| AMF MOD GI PORT R6 | Registered Investment Companies | — | — | $44K | 0.6% | |
| FED MTD SM CAP GROWTH R6 | Registered Investment Companies | — | — | $33K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
