Heather Borges signed Accelerate Learning Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accelerate Learning Inc.'s EIN is 46-4015703.
Download the official 2024 Form 5500 (PDF) for Accelerate Learning Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accelerate Learning 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity Freedom Index Income 2045 N/R | Mutual Funds | — | — | $2.1M | 20.6% | |
| IPR Fund * Fidelity Investments Fidelity Freedom Index Income 2040 N/R | Mutual Funds | — | — | $1.7M | 16.2% | |
| IPR Fund * Fidelity Investments Fidelity Freedom Index Income 2030 N/R | Mutual Funds | — | — | $1.4M | 13.5% | |
| IPR Fund * Fidelity Investments Fidelity Freedom Index Income 2050 N/R | Mutual Funds | — | — | $1.4M | 13.0% | |
| IPR Fund * Fidelity Investments Fidelity Freedom Index Income 2055 N/R | Mutual Funds | — | — | $1.0M | 10.1% | |
| IPR Fund * Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $649K | 6.2% | |
| Fidelity Investments Fidelity Freedom Index Income 2060 N/R | Mutual Funds | — | — | $440K | 4.2% | |
| IPR Fund * Fidelity Investments Fidelity Freedom Index Income IPR N/R | Mutual Funds | — | — | $301K | 2.9% | |
| Fund * Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $271K | 2.6% | |
| IPR Fund * Fidelity Investments Fidelity Freedom Index Income 2025 N/R | Mutual Funds | — | — | $197K | 1.9% | |
| K6 Fund Participant Loans * Participant Loans Interest rate range: 5.25%-9.50% $0 | Bonds / Notes | — | — | $192K | 1.8% | |
| IPR Fund Mid Cap Growth R6 Fund JHancock Disciplined Value R6 N/R | Other securities | — | — | $174K | 1.7% | |
| Fund PIMCO Income Institutional Fund N/R | Mutual Funds | — | — | $152K | 1.5% | |
| Fidelity Investments Fidelity Contrafund K6 Fund N/R | Mutual Funds | — | — | $142K | 1.4% | |
| Participant Loans * Participant Loans Interest rates: 4.25%-9.50% $0 | Bonds / Notes | — | — | $127K | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $114K | 1.1% | |
| Fidelity Investments Fidelity Freedom Index Income 2065 N/R | Mutual Funds | — | — | $86K | 0.8% | |
| Fund * Fidelity Investments Fidelity Freedom Index Income 2025 N/R | Mutual Funds | — | — | $65K | 0.6% | |
| IPR Fund * Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $65K | 0.6% | |
| IPR Fund * Fidelity Investments Fidelity Contrafund K6 Fund N/R | Mutual Funds | — | — | $58K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Growth K6 Fund N/R | Mutual Funds | — | — | $23K | 0.2% | |
| IPR Fund * Fidelity Investments Fidelity Small Cap Growth K6 Fund N/R | Mutual Funds | — | — | $21K | 0.2% | |
| Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $20K | 0.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $17K | 0.2% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $9K | <0.1% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $8K | <0.1% | |
| Mid Cap Growth R6 Fund JHancock Disciplined Value Mid N/R | Other securities | — | — | $8K | <0.1% | |
| PIMCO Income Institutional Fund N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Cap R6 Fund JP Morgan JPMorgan Mid Cap Growth R6 N/R | Other securities | — | — | $2K | <0.1% | |
| Fund Dimensional Fund Advisors DFA US Targeted Value I Fund N/R | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
