Nicole BUTZ signed Acolad, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acolad, Inc.'s EIN is 41-1881957.
Download the official 2024 Form 5500 (PDF) for Acolad, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acolad, Inc.'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2040 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.7M | 11.9% | |
| Dreyfus Government Cash Management 1 Fidelity 500 Index | Common Collective Trusts | — | — | $1.6M | 11.5% | |
| T ROWE PRICE RETIREMENT 2050 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.6M | 10.9% | |
| T ROWE PRICE RETIREMENT 2030 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.3M | 9.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $876K | 6.1% | |
| T ROWE PRICE RETIREMENT 2035 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $853K | 6.0% | |
| T ROWE PRICE RETIREMENT 2055 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $778K | 5.5% | |
| T ROWE PRICE RETIREMENT 2045 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $759K | 5.3% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $594K | 4.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $585K | 4.1% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $501K | 3.5% | |
| American Funds New Perspective | Mutual Funds | — | — | $435K | 3.0% | |
| Fidelity Total International Index | Mutual Funds | — | — | $401K | 2.8% | |
| T ROWE PRICE RETIREMENT 2020 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $376K | 2.6% | |
| MFS Growth | Mutual Funds | — | — | $370K | 2.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $291K | 2.0% | |
| Fidelity Advisor Strategic Income | Mutual Funds | — | — | $174K | 1.2% | |
| John Hancock Disciplined Value | Other securities | — | — | $171K | 1.2% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $147K | 1.0% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $137K | 1.0% | |
| Allspring Special Small Cap Value | Other securities | — | — | $112K | 0.8% | |
| Principal Diversified Real Asset | Other securities | — | — | $100K | 0.7% | |
| T ROWE PRICE RETIREMENT 2060 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $96K | 0.7% | |
| Vanguard Explorer | Mutual Funds | — | — | $89K | 0.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $72K | 0.5% | |
| Blackrock Mid-Cap Growth Equity | Other securities | — | — | $48K | 0.3% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $43K | 0.3% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $35K | 0.2% | |
| T ROWE PRICE RETIREMENT 2010 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| T ROWE PRICE RETIREMENT 2065 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| T ROWE PRICE RETIREMENT 2025 TR G T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $26K |
| — |
