Charles Durkot, E.A. signed Acosta Sales and Marketing Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acosta Sales and Marketing Company's EIN is 59-3522052.
Download the official 2024 Form 5500 (PDF) for Acosta Sales and Marketing Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acosta Sales and Marketing Company's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NEWPORT GROUP | — | HEATHROW, FL | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMI BENEFIT PLAN ADMINISTRATORS, IN | 34-1781113 | — | NONE | $217K | — |
| ELLIS PELLUM & ASSOCIATES, P.A. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group | Mutual Funds | — | $4.7M | $4.2M | 22.7% | |
| Dodge & Cox Funds | Mutual Funds | — | $4.6M | $4.2M | 22.6% | |
| The Vanguard Group | Mutual Funds | — | $3.3M | $3.0M | 16.2% | |
| The Vanguard Group | Mutual Funds | — | $2.2M | $2.0M | 11.1% | |
| Charles Schwab | Mutual Funds | — | $1.5M | $1.5M | 8.0% | |
| The Vanguard Group | Mutual Funds | — | $288K | $806K | 4.4% | |
| Dodge & Cox Funds | Mutual Funds | — | $430K | $634K | 3.4% | |
| Fidelity Investments | Mutual Funds | — | $615K | $614K | 3.3% | |
| The Vanguard Group | Mutual Funds | — | $432K | $538K | 2.9% | |
| American Funds | Mutual Funds | — | $468K | $529K | 2.9% | |
| The Vanguard Group | Mutual Funds | — | $306K | $445K | 2.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 59-1843700 |
| — |
| NONE |
| $26K |
| — |
| DUNBAR, BENDER & ZAPF, INC | — | PITTSBURGH, PA | NONE | $11K | — |
