Maura McCoy signed The John Akridge Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The John Akridge Company's EIN is 54-0951018.
Download the official 2024 Form 5500 (PDF) for The John Akridge Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The John Akridge Company's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $155K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds NR | Common Collective Trusts | — | — | $5.9M | 16.7% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $4.1M | 11.7% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $2.9M | 8.4% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $2.6M | 7.5% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $2.6M | 7.4% | |
| Morley Stable Value Fund Collective Trust NR | Stable Value | — | — | $2.3M | 6.5% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.1M | 6.0% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $1.4M | 3.9% | |
| PGIM Jennison Growth Fund Mutual Funds NR | Other securities | — | — | $1.3M | 3.7% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.2M | 3.3% | |
| Fidelity Small Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.1M | 3.3% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $1.0M | 3.0% | |
| Thornburg International Equity Fund Mutual Fund NR | Other securities | — | — | $879K | 2.5% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund NR | Other securities | — | — | $815K | 2.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $799K | 2.3% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $785K | 2.2% | |
| Macquire Emerging Markets Fund Mutual Fund NR | Other securities | — | — | $759K | 2.2% | |
| Principal MidCap Separate Account Pooled Separate Account NR | Pooled Separate Accounts | — | — | $710K | 2.0% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $710K | 2.0% | |
| Fidelity Mid Cap Index Fund Mutual Funds NR | Common Collective Trusts | — | — | $704K | 2.0% | |
| Various, bearing interest * Participant loans from 5.25% - 10.50% - | Bonds / Notes | — | — | $489K | 1.4% | |
| Fidelity Advisor International Small Cap Fund Mutual Fund NR | Mutual Funds | — | — | $464K | 1.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $448K | 1.3% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $406K | 1.2% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $384K | 1.1% | |
| Principal SmallCap Growth I Separate Account Pooled Separate Account NR | Pooled Separate Accounts | — | — | $296K | 0.8% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $296K | 0.8% | |
| American Funds Mortgage Fund Mutual Funds NR | Mutual Funds | — | — | $249K | 0.7% | |
| Putnam Income Fund Mutual Funds NR | Mutual Funds | — | — | $197K | 0.6% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $156K | 0.4% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $136K | 0.4% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $59K | 0.2% | |
| (E) | Other securities | — | — | $59K | 0.2% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $37K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Principal LifeTime Strategic Income Separate Account Pooled Separate Account NR | Pooled Separate Accounts | — | — | $8K | <0.1% |
