Twilla Williams signed Acosta, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acosta, Inc.'s EIN is 59-3522052.
Download the official 2022 Form 5500 (PDF) for Acosta, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Acosta, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $685K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2025 | Mutual Funds | — | — | $107.3M | 16.5% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $107.3M | 16.5% | |
| Fidelity Investments Fidelity Freedom Index 2030 | Mutual Funds | — | — | $104.6M | 16.1% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $104.6M | 16.1% | |
| Fidelity Investments Fidelity Freedom Index 2035 | Mutual Funds | — | — | $72.8M | 11.2% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $72.8M | 11.2% | |
| Fidelity Investments Fidelity Freedom Index 2020 | Mutual Funds | — | — | $49.3M | 7.6% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $49.3M | 7.6% | |
| Wells Fargo Galliard Stable Return Fund | Other securities | — | — | $47.4M | 7.3% | |
| GALLIARD STBLE RET Q WELLS FARGO BANK, N.A. · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $47.4M | 7.3% | |
| Fidelity Investments Fidelity Freedom Index 2040 | Mutual Funds | — | — | $41.9M | 6.4% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $41.9M | 6.4% | |
| Fidelity Investments Fidelity Freedom Index 2045 | Mutual Funds | — | — | $34.0M | 5.2% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $34.0M | 5.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $29.6M | 4.5% | |
| Fidelity Investments Fidelity Freedom Index 2050 | Mutual Funds | — | — | $27.4M | 4.2% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $27.4M | 4.2% | |
| Harbor Funds Harbor Capital Appreciation Institutional Fund | Mutual Funds | — | — | $23.1M | 3.6% | |
| Fidelity Investments Fidelity Freedom Index 2015 | Mutual Funds | — | — | $16.7M | 2.6% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $16.7M | 2.6% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $16.1M | 2.5% | |
| Fidelity Investments Fidelity Freedom Index 2055 | Mutual Funds | — | — | $13.7M | 2.1% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $13.7M | 2.1% | |
| Dodge & Cox Funds Dodge & Cox Income | Mutual Funds | — | — | $7.6M | 1.2% | |
| Fidelity Investments Fidelity Freedom Index Income | Mutual Funds | — | — | $6.8M | 1.0% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $6.8M | 1.0% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $6.6M | 1.0% | |
| Fidelity Investments Fidelity Diversified International Fund | Mutual Funds | — | — | $6.6M | 1.0% | |
| 9.25%, maturing through July 2041 N/A | Bonds / Notes | — | — | $6.2M | 1.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $6.0M | 0.9% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $5.9M | 0.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 | Mutual Funds | — | — | $5.4M | 0.8% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $5.4M | 0.8% | |
| Vanguard Strategic Equity Fund | Mutual Funds | — | — | $4.8M | 0.7% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $4.6M | 0.7% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $2.7M | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2065 | Mutual Funds | — | — | $1.9M | 0.3% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $1.9M | 0.3% | |
| Fidelity Investments Fidelity Freedom Index 2010 | Mutual Funds | — | — | $941K | 0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $941K | 0.1% | |
| Hartford Funds Hartford World Bond Fund | Other securities | — | — | $724K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2005 | Mutual Funds | — | — | $343K | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $343K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $237K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
