Jim Sharp signed Accusoft Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accusoft Corporation's EIN is 39-1808391.
Download the official 2024 Form 5500 (PDF) for Accusoft Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accusoft Corporation'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | — | RECORD KEEPER | $73K | — |
| EMPOWER ADVISORY GROUP | — | — | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL FUND MANAGEMENT LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT IDX ADM | Common Collective Trusts | — | — | $1.6M | 9.1% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.5M | 8.8% | |
| MM SELECT TRP 2040 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.5M | 8.4% | |
| FIDELITY BLUE CHIP GROWTH K | Mutual Funds | — | — | $1.2M | 7.0% | |
| MM SELECT TRP 2045 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $994K | 5.8% | |
| MM SELECT MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $977K | 5.7% | |
| PIMCO TOTAL RETURN INSTL | Mutual Funds | — | — | $930K | 5.4% | |
| MM SELECT TRP 2035 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $826K | 4.8% | |
| VANGAUARD SMALL CAP VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $692K | 4.0% | |
| MM SELECT TRP 2030 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $682K | 3.9% | |
| VANGUARD EQUITY-INCOME ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $559K | 3.2% | |
| VANGUARD GROWTH INDEX ADM | Mutual Funds | — | — | $489K | 2.8% | |
| MML SELECT TRP T 2025 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $458K | 2.7% | |
| VANGUARD INTERNATIONAL GROWTH ADM | Mutual Funds | — | — | $445K | 2.6% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 | Mutual Funds | — | — | $436K | 2.5% | |
| MM SELECT TRP 2050 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $397K | 2.3% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $386K | 2.2% | |
| COLUMBIA CONTRARIAN CORE INSTL 3 | Other securities | — | — | $382K | 2.2% | |
| GENERAL ACCOUNT | Other securities | — | — | $359K | 2.1% | |
| MM SELECT TRP 2060 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $357K | 2.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $324K | 1.9% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $321K | 1.9% | |
| AF EUROPACIFIC GR6 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $294K | 1.7% | |
| LORD ABBETT SHORT DURATION INCOME R6 | Mutual Funds | — | — | $228K | 1.3% | |
| VANGUARD TOTAL BOND VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $202K | 1.2% | |
| MASSMUTUAL OVERSEAS I | Other securities | — | — | $152K | 0.9% | |
| MMOSI MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $152K | 0.9% | |
| VANGUARD REAL INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $97K | 0.6% | |
| MM SELECT TRP 2020 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $90K | 0.5% | |
| MASSMUTUAL INFL-PROT AND INC I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $85K | 0.5% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $72K | 0.4% | |
| MFS VALUE R6 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $67K | 0.4% | |
| JANUS HENDERSON TRITON N JANUS HENDERSON · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $56K | 0.3% | |
| DFA US SMALL CAP I | Mutual Funds | — | — | $51K | 0.3% | |
| INVESCO REAL ESTATE R6 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $41K | 0.2% | |
| MASSMUTUAL SELECT T ROW PRC RET 2065 I | Other securities | — | — | $29K | 0.2% | |
| AB GLOBAL BOND Z | Other securities | — | — | $24K | 0.1% | |
| VANGUARD WINDSOR II FUND - ADMIRAL | Mutual Funds | — | — | $16K | <0.1% | |
| MM SELECT TRP 2015 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| — |
| INVESTMENT ADVISOR |
| $45K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARTIN, MARTIN, RANDALL & ASSOCIATE | 64-0765749 | — | TPA | $0 | — |
