Michael FOY signed ACP Creativit, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ACP Creativit, LLC's EIN is 36-3423921.
Download the official 2024 Form 5500 (PDF) for ACP Creativit, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ACP Creativit, LLC'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 |
|---|---|---|---|---|---|
| KERBERROSE SC | 39-1658423 | — | AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST, N.A. | 30-0219031 | — | NONE | $113K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ASSOCIATED GROWTH BALANCED LS FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $5.9M | 17.8% | |
| Vanguard Index TR 500 - Admiral Shares | Mutual Funds | — | — | $5.5M | 16.7% | |
| MONEY MARKET COMMON TRUST FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $2.8M | 8.3% | |
| Harbor Capital Appreciation | Other securities | — | — | $2.4M | 7.2% | |
| Conservative Balanced Lifestage Fund | Other securities | — | — | $1.4M | 4.3% | |
| ASSOC CONSERV BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.3% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $1.3M | 3.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.2M | 3.5% | |
| Vanguard Mid Cap Index - Admiral Shares | Mutual Funds | — | — | $1.0M | 3.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $894K | 2.7% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $885K | 2.7% | |
| Wasatch Small Cap Growth | Other securities | — | — | $784K | 2.4% | |
| Goldman Sachs Growth Opportunities | Other securities | — | — | $752K | 2.3% | |
| ASSOC CONSERV GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | — | — | $699K | 2.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $657K | 2.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $650K | 2.0% | |
| American Funds New World - R6 | Mutual Funds | — | — | $619K | 1.9% | |
| Janus Henderson Mid Cap Value | Mutual Funds | — | — | $564K | 1.7% | |
| Vanguard Small Cap Index - Admiral Shares | Mutual Funds | — | — | $533K | 1.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $503K | 1.5% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | — | — | $378K | 1.1% | |
| Vanguard Total International Stock Index - Admiral Shares | Mutual Funds | — | — | $367K | 1.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $348K | 1.0% | |
| American Beacon Small Cap Value - R6 | Other securities | — | — | $269K | 0.8% | |
| MFS International Diversification Fund - R6 | Mutual Funds | — | — | $263K | 0.8% | |
| Promissory notes (5.25% - 10.50%) | Bonds / Notes | — | — | $259K | 0.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $225K | 0.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $214K | 0.6% | |
| American Funds Europacific Growth - R6 | Mutual Funds | — | — | $158K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $126K | 0.4% | |
| ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $119K | 0.4% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $95K | 0.3% | |
| American FDS Capital World Bond Fund - R6 | Other securities | — | — | $78K | 0.2% | |
| Vanguard Target Retirement Inc | Mutual Funds | — | — | $26K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
