AMY Robles signed ACI Worldwide Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ACI Worldwide Corp.'s EIN is 47-0567215.
Download the official 2024 Form 5500 (PDF) for ACI Worldwide Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ACI Worldwide Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | CONSULTANT | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID OTC POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 143 | Common Collective Trust | — | — | $131.5M | 21.5% | |
| s * Fidelity Investments 500 Index Fund N/R | Mutual Funds | — | — | $96.8M | 15.8% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $39.6M | 6.5% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $34.4M | 5.6% | |
| BlackRock LifePath Index 2035 Fund N/R | Other securities | — | — | $33.1M | 5.4% | |
| BlackRock LifePath Index 2045 Fund N/R | Other securities | — | — | $26.5M | 4.3% | |
| BlackRock LifePath Index Retirement Fund N/R | Other securities | — | — | $25.6M | 4.2% | |
| Self-Directed Brokerage Fidelity Brokerage Link N/R | Self-Directed Brokerage | — | — | $21.1M | 3.4% | |
| Fidelity Investments Aggressive Fund N/R | Mutual Funds | — | — | $19.7M | 3.2% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $17.2M | 2.8% | |
| Money Market Funds * Fidelity Investments Govt Money Market Portfolio N/R | Mutual Funds | — | — | $15.9M | 2.6% | |
| Fidelity Investments Capital and Income Fund N/R | Mutual Funds | — | — | $15.7M | 2.6% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $15.5M | 2.5% | |
| Fidelity Investments Moderate Aggressive Fund N/R | Mutual Funds | — | — | $15.2M | 2.5% | |
| Fidelity Investments Extended Market Index Fund N/R | Common Collective Trusts | — | — | $15.1M | 2.5% | |
| BlackRock LifePath Index 2055 Fund N/R | Other securities | — | — | $13.6M | 2.2% | |
| Fidelity Investments Moderate Fund N/R | Mutual Funds | — | — | $13.5M | 2.2% | |
| Goldman Sachs Small Cap Value Fund N/R | Other securities | — | — | $12.4M | 2.0% | |
| Fidelity Investments Managed Income Portfolio Cl II N/R | Mutual Funds | — | — | $11.9M | 1.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $11.9M | 1.9% | |
| T. Rowe Price International Discovery Fund N/R | Other securities | — | — | $9.6M | 1.6% | |
| Fidelity Investments U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $6.9M | 1.1% | |
| Fidelity Investments International Index Fund N/R | Common Collective Trusts | — | — | $5.7M | 0.9% | |
| Fidelity Investments Moderate Conservative Fund N/R | Mutual Funds | — | — | $4.8M | 0.8% | |
| Participant Loans Interest rates: 4.25% - 10.25% $0 | Bonds / Notes | — | — | $2.9M | 0.5% | |
| Fidelity Investments Conservative Fund N/R | Mutual Funds | — | — | $2.8M | 0.5% | |
| JPMorgan Emerging Markets Fund R6 N/R | Other securities | — | — | $2.4M | 0.4% | |
| PGIM Global Total Return R6 N/R | Other securities | — | — | $1.7M | 0.3% | |
| BlackRock LifePath Index 2065 Fund N/R | Other securities | — | — | $458K | <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 |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $10K | — |
