Matthew Wool signed Acceleration Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acceleration Partners LLC's EIN is 42-1751446.
Download the official 2024 Form 5500 (PDF) for Acceleration Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acceleration Partners LLC's 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYS FINANCIAL GROUP | 41-1931920 | — | ADVISOR | $37K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Black Rock BLKRK LP IDX 2045 K (1) | Common Collective Trusts | — | — | $2.4M | 19.2% | |
| Black Rock BLKRK LP IDX 2055 K (1) | Common Collective Trusts | — | — | $2.3M | 18.4% | |
| Black Rock BLKRK LP IDX 2050 K (1) | Common Collective Trusts | — | — | $2.1M | 16.5% | |
| Black Rock BLKRK LP IDX 2060 K (1) | Common Collective Trusts | — | — | $1.9M | 15.3% | |
| Fidelity Investments FID 500 INDEX (1) | Common Collective Trusts | — | — | $1.5M | 12.1% | |
| Fidelity Investments FID INTL INDEX (1) | Mutual Funds | — | — | $320K | 2.5% | |
| Black Rock BLKRK LP IDX 2040 K (1) | Common Collective Trusts | — | — | $253K | 2.0% | |
| PGIM TOTAL RTN BD R6 (1) | Other securities | — | — | $245K | 1.9% | |
| Black Rock BLKRK LP IDX 2065 K (1) | Common Collective Trusts | — | — | $206K | 1.6% | |
| Victory Sycamore VICTORY S EST VAL R6 (1) | Other securities | — | — | $136K | 1.1% | |
| AB LG CAP GRTH Z (1) | Other securities | — | — | $123K | 1.0% | |
| Participant Loans (interest rate range 4.25%-9.50%) - | Bonds / Notes | — | — | $118K | 0.9% | |
| American Century AC DSCPL CORE VAL R5 (1) | Other securities | — | — | $117K | 0.9% | |
| Fidelity Investments FID MID CAP IDX (1) | Common Collective Trusts | — | — | $98K | 0.8% | |
| Janus Henderson J H BALANCED I (1) 159 JP Morgan JPMORGAN INCOME R6 (1) | Mutual Funds | — | — | $95K | 0.8% | |
| American Funds AF NEW WORLD R6 (1) | Mutual Funds | — | — | $91K | 0.7% | |
| Black Rock BLKRK STN ADV LGCPCR K (1) | Other securities | — | — | $84K | 0.7% | |
| Fidelity Investments FID SM CAP IDX (1) | Common Collective Trusts | — | — | $82K | 0.7% | |
| Black Rock BLKRK LP IDX 2035 K (1) | Common Collective Trusts | — | — | $81K | 0.6% | |
| Calvert CORE BOND I (1) | Other securities | — | — | $37K | 0.3% | |
| Fidelity Investments FID REAL ESTATE INVS (1) | Mutual Funds | — | — | $34K | 0.3% | |
| Calvert INTL EQ R6 (1) | Other securities | — | — | $30K | 0.2% | |
| AB SM CAP GRTH Z (1) | Mutual Funds | — | — | $25K | 0.2% | |
| American Century AM CENT SMCAP VAL R6 (1) | Other securities | — | — | $19K | 0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $17K | 0.1% | |
| MFS MID CAP GRTH R6 (1) | Mutual Funds | — | — | $15K | 0.1% | |
| Black Rock BLKRK LP IDX RTMT K (1) 14 Black Rock BLKRK LP IDX 2030 K (1) | Common Collective Trusts | — | — | $13K | 0.1% | |
| Fidelity Investments FID INTL CAP APPR K6 (1) | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Investments FID GOVT MMKT K6 (1) | Mutual Funds | — | — | $6K | <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 |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
