Paul Welna signed Accord's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accord's EIN is 41-0972546.
Download the official 2024 Form 5500 (PDF) for Accord from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accord's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * MOA Clear Passage 2060 Fund 12 * MOA Clear Passage 2060 Fund 8 Insurance Contracts * Principal Guaranteed Option | Pooled Separate Accounts | — | — | $731K | 8.1% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $690K | 7.6% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $635K | 7.0% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $493K | 5.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $429K | 4.7% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $357K | 3.9% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $325K | 3.6% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $316K | 3.5% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $313K | 3.5% | |
| AB Large Cap Growth Fund Inc | Common Stocks | — | — | $311K | 3.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $280K | 3.1% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $272K | 3.0% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $232K | 2.6% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $213K | 2.4% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $197K | 2.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $154K | 1.7% | |
| Calvert US Large Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $137K | 1.5% | |
| New World Fund Inc | Common Stocks | — | — | $113K | 1.2% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $109K | 1.2% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $106K | 1.2% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $104K | 1.2% | |
| MFS International Growth Fund | Mutual Funds | — | — | $86K | 1.0% | |
| MFS Value Fund | Mutual Funds | — | — | $74K | 0.8% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $72K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $71K | 0.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $68K | 0.7% | |
| VALIC Fixed Account Plus | Other securities | — | — | $54K | 0.6% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $53K | 0.6% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $52K | 0.6% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $45K | 0.5% | |
| VALIC Loan Collateral and Escrow Fund | Other securities | — | — | $20K | 0.2% | |
| Participants Participant Loans Rates from 3.25% to 8.50% - | Bonds / Notes | — | — | $20K | 0.2% | |
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $20 | <0.1% |
