Auto Club Insurance Association's EIN is 38-0477270.
Download the official 2024 Form 5500 (PDF) for Auto Club Insurance Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Auto Club Insurance Association'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $325K | — |
| VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $269K | — |
| VANGUARD ADVISERS, INC. | 23-2811930 | — | INV-ADV | $117K | — |
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 500 Index Fund 864,143 shares | Common Collective Trusts | — | $864K | $176.4M | 15.0% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | $1.2M | $104.5M | 8.9% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | $981K | $87.7M | 7.4% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | $840K | $80.4M | 6.8% | |
| Vanguard Wellington Fund 1,033,376 shares | Mutual Funds | — | $1.0M | $76.4M | 6.5% | |
| VANGUARD RETIRE SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | $74.0M | $74.0M | 6.3% | |
| Fidelity Mid Cap Index Fund 2,153,938 shares | Common Collective Trusts | — | $2.2M | $72.7M | 6.2% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | $648K | $64.6M | 5.5% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | $719K | $57.7M | 4.9% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | $485K | $49.4M | 4.2% | |
| Fidelity Blue Chip Growth Commingled Pool 921,481 shares | Common Collective Trusts | — | $921K | $46.0M | 3.9% | |
| Fidelity U.S. Bond Index Fund 4,364,756 shares | Common Collective Trusts | — | $4.4M | $44.6M | 3.8% | |
| Fidelity Global ex U.S. Index Fund 3,060,748 shares | Common Collective Trusts | — | $3.1M | $44.1M | 3.7% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | $287K | $35.6M | 3.0% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | $443K | $33.5M | 2.8% | |
| Fidelity Small Cap Index Fund 858,106 shares | Common Collective Trusts | — | $858K | $23.8M | 2.0% | |
| percent to 10.5 percent 0 | Other securities | — | — | $23.5M | 2.0% | |
| Artisan International Value Fund 492,267 shares | Other securities | — | $492K | $23.2M | 2.0% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $242K | $15.8M | 1.3% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | $212K | $14.4M | 1.2% | |
| Fidelity Inflation Protected Bond Index Fund 903,982 shares | Common Collective Trusts | — | $904K | $8.0M | 0.7% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | $111K | $4.4M | 0.4% | |
| Touchstone Impact Bond Fund 190,119 shares | U.S. Treasuries | — | $190K | $1.7M | 0.1% | |
| Fidelity Government Money Market Fund 1,130,161 shares | Mutual Funds | — | $1.1M | $1.1M | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | $13K | $315K | <0.1% | |
| HARBOR CAPITAL APPRECIATION TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $172K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GJC CPA'S & ADVISORS | 38-2029668 | — | ACCOUNTING | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC, LLC | 26-1429809 | — | TRUSTECO | $20K | — |
