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Original filing (PDF)20251010053202NAL0004369763001
ACV AUCTIONS INC
Form 5500
FILING_RECEIVED
ACV AUCTIONS INC 401 K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2,449
Accounts w/ balance
973
Plan assets (EOY)
$38.4M
Net assets (EOY)
$38.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACV AUCTIONS INC.
Plan sponsor
Name
ACV AUCTIONS INC
EIN
47-2415221
Address
640 ELLICOTT STREET · BUFFALO, NY · 14203
Phone
(716) 954-9011
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUMSDEN MCCORMICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
25 direct securities · 2 pooled funds· $37.8M(99% of reported assets)
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.
Registered Investment Companies
$36.8M
25 holdings
Common Collective Trust
$995K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $6.1M | 16.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $4.6M | 12.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $3.8M | 9.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.6M | 9.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.1M | 8.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.0M | 7.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.8M | 7.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.8M | 7.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 3.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $995K | 2.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $867K | 2.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $804K | 2.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $561K | 1.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $530K | 1.4% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $422K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $353K | 0.9% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $315K | 0.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $306K | 0.8% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $297K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $290K | 0.8% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $222K | 0.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $206K | 0.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $201K | 0.5% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $179K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $106K | 0.3% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $47K | 0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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