Delia Smires signed Acero Schools' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acero Schools' EIN is 36-4235934.
Download the official 2023 Form 5500 (PDF) for Acero Schools from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Acero Schools' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRELL CO. | 36-3492086 | — | RECORDKEEPING | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS | — | LOS ANGELES, CA | ADVISOR | $97K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2050 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $6.7M | 32.0% | |
| The Vanguard Group 500 Index Admiral | Common Collective Trusts | — | — | $3.2M | 15.3% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $2.9M | 13.8% | |
| The Vanguard Group Total Stock Market Index Admiral | Common Collective Trusts | — | — | $2.1M | 9.9% | |
| The Vanguard Group Mid-Cap Index Admiral | Mutual Funds | — | — | $1.1M | 5.1% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $1.0M | 5.0% | |
| The Vanguard Group Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $541K | 2.6% | |
| The Vanguard Group Small Cap Index Admiral | Mutual Funds | — | — | $463K | 2.2% | |
| The Vanguard Group Federal Money Market | Mutual Funds | — | — | $425K | 2.0% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $417K | 2.0% | |
| The Vanguard Group Real Estate Index Admiral | Mutual Funds | — | — | $341K | 1.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $283K | 1.3% | |
| The Vanguard Group Developed Markets Index Admiral | Mutual Funds | — | — | $272K | 1.3% | |
| The Vanguard Group Total International Stock Index Admiral | Mutual Funds | — | — | $242K | 1.1% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT GREAT GRAY TRUST COMPANY, LLC · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $240K | 1.1% | |
| The Vanguard Group High-Yield Corporate Admiral | Mutual Funds | — | — | $235K | 1.1% | |
| The Vanguard Group Total Bond Market Index Admiral | Mutual Funds | — | — | $218K | 1.0% | |
| The Vanguard Group Intermediate-Term Government Bond Index Admiral | U.S. Treasuries | — | — | $88K | 0.4% | |
| The Vanguard Group Total International Bond Index Admiral | Mutual Funds | — | — | $81K | 0.4% | |
| The Vanguard Group Intermediate-Term Bond Index Admiral | Mutual Funds | — | — | $62K | 0.3% | |
| The Vanguard Group Short-Term Bond Index Admiral | Mutual Funds | — | — | $29K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
