Susan Campbell signed Acorn Distributors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acorn Distributors, Inc.'s EIN is 35-1386869.
Download the official 2024 Form 5500 (PDF) for Acorn Distributors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acorn Distributors, Inc.'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $0 | — |
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION ADVISORS, LTD. | 35-2015845 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R2 | Other securities | — | — | $1.6M | 15.1% | |
| Nuveen Floating Rate Income A | Mutual Funds | — | — | $1.0M | 9.8% | |
| Neuberger Berman Large Cap Value A | Other securities | — | — | $929K | 8.9% | |
| Pimco Stocksplus INTL (USD-Hedged) A | Mutual Funds | — | — | $862K | 8.2% | |
| Goldman Sachs Mid Cap Value A | Other securities | — | — | $837K | 8.0% | |
| Fidelity Advisor Stock Selector SM CP A | Mutual Funds | — | — | $681K | 6.5% | |
| Invesco S&P 500 Index A | Common Collective Trusts | — | — | $522K | 5.0% | |
| Federated Hermes Prime Cash OBL Fund | Cash / Money Market | — | — | $491K | 4.7% | |
| Calamos Evolving World Growth A | Other securities | — | — | $441K | 4.2% | |
| Columbia Seligman Comms & Info A | Other securities | — | — | $432K | 4.1% | |
| Victory Short Term Bond Fund | Other securities | — | — | $419K | 4.0% | |
| Columbia Thermostat Fund Class A | Other securities | — | — | $400K | 3.8% | |
| OCM Gold Investor | Other securities | — | — | $341K | 3.3% | |
| Loomis Sayles Investment Grade Bond CL | Other securities | — | — | $334K | 3.2% | |
| Janus Henderson Global Life Sciences S | Mutual Funds | — | — | $300K | 2.9% | |
| Parametric Commodity Strategy A | Other securities | — | — | $273K | 2.6% | |
| Participant Loans | Participant loans | — | — | $180K | 1.7% | |
| Macquarie Real Estate Securities Y | Other securities | — | — | $166K | 1.6% | |
| Fidelity Advisor Global Commodity STK A | Mutual Funds | — | — | $107K | 1.0% | |
| Neuberger Berman Long Short CL A | Common Stocks | — | — | $27K | 0.3% | |
| Manning & Napier High Yield Bond S | Other securities | — | — | $24K | 0.2% | |
| Lazard Global Listed Infras Port Open | Other securities | — | — | $7K | <0.1% | |
| Nationwide Fixed Select Option | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INDIANAPOLIS, IN |
| TPA |
| $0 |
| — |
| AMERICAN PENSION ADVISORS, LTD. | 35-2015845 | — | TPA | $0 | — |
