Gloriana Colombani signed ACI-Herzog, a Joint Venture's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ACI-Herzog, a Joint Venture's EIN is 47-3581810.
Download the official 2024 Form 5500 (PDF) for ACI-Herzog, a Joint Venture from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ACI-Herzog, a Joint Venture's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMERICAN BALANCED FUND CLASS R-4 | Mutual Funds | — | — | $814K | 33.4% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $309K | 12.7% | |
| AB LARGE CAP GROWTH FUND ADVISOR CLASS | Other securities | — | — | $245K | 10.1% | |
| AMERICAN FUNDS 2040 AMERICAN BALANCED FUND CLASS R-4 | Mutual Funds | — | — | $136K | 5.6% | |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND CLASS R-4 | Mutual Funds | — | — | $136K | 5.6% | |
| AMERICAN FUNDS 2045 AMERICAN BALANCED FUND CLASS R-4 | Mutual Funds | — | — | $122K | 5.0% | |
| AMERICAN FUNDS 2030 AMERICAN BALANCED FUND CLASS R-4 | Mutual Funds | — | — | $116K | 4.7% | |
| ALGER SMALL CAP FOCUES CLASS 1 | Other securities | — | — | $72K | 3.0% | |
| GOLDMAN SACHS SMALL/MID CAP GROWTH FUND | Other securities | — | — | $62K | 2.6% | |
| T. ROWE PRICE BLUE CHIP GROWTH FUND | Other securities | — | — | $57K | 2.3% | |
| DEPOSIT MANAGEMENT PROGRAM I | Other securities | — | — | $44K | 1.8% | |
| AMERICAN FUNDS 2035 AMERICAN BALANCED FUND CLASS R-4 | Mutual Funds | — | — | $42K | 1.7% | |
| AMERICAN FUNDS 2025 AMERICAN BALANCED FUND CLASS R-4 | Mutual Funds | — | — | $38K | 1.6% | |
| MFS INTERNATIONAL INTRINSIC VALUE FUND CLASS R4 | Mutual Funds | — | — | $34K | 1.4% | |
| DODGE & COX DODGE & COX STOCK FUND CLASS I | Mutual Funds | — | — | $32K | 1.3% | |
| COLUMBIA MID CAP INDEX FUND INSTITUTIONAL 2 CLASS | Common Collective Trusts | — | — | $31K | 1.3% | |
| FIDELITY ADVISOR INTERNATIONAL GROWTH I | Mutual Funds | — | — | $27K | 1.1% | |
| INVESTOR CLASS PRINCIPAL SHORT-TERM INCOME FUND INSTITUTIONAL CLASS | Other securities | — | — | $20K | 0.8% | |
| T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND | Other securities | — | — | $18K | 0.7% | |
| FIDELITY GNMA | Agency / Mortgage-Backed | — | — | $17K | 0.7% | |
| T. ROWE PRICE VALUE FUND | Other securities | — | — | $14K | 0.6% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS Y | Other securities | — | — | $11K | 0.4% | |
| AMERICAN FUNDS 2060 AMERICAN BALANCED FUND CLASS R-4 | Mutual Funds | — | — | $8K | 0.3% | |
| AMERICAN FUNDS 2050 AMERICAN BALANCED FUND CLASS R-4 | Mutual Funds | — | — | $7K | 0.3% | |
| FIDELITY LOW-PRICED STOCK | Mutual Funds | — | — | $7K | 0.3% | |
| PRINCIPAL SMALLCAP S&P 600 INDEX FUND R-5 CLASS | Common Collective Trusts | — | — | $7K | 0.3% | |
| INVESTOR CLASS JP MORGAN SMALL CAP VALUE FUND CLASS R5 | Other securities | — | — | $3K | 0.1% | |
| AMERICAN FUNDS 2055 AMERICAN BALANCED FUND CLASS R-4 | 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.
