Katrin Ratassepp signed ACR Electronics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ACR Electronics, Inc.'s EIN is 65-0160389.
Download the official 2024 Form 5500 (PDF) for ACR Electronics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ACR Electronics, Inc.'s plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Management Trust Company Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $5.4M | 16.4% | |
| Fidelity Management Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.1M | 9.6% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $2.0M | 6.0% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $1.7M | 5.2% | |
| Index Fund Collective Trust Fund * Fidelity Management Trust Company Fidelity Managed Income Portfolio II | Common Collective Trusts | — | — | $1.7M | 5.2% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $1.7M | 5.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $1.7M | 5.1% | |
| Fidelity Management Trust Company Fidelity Balanced Fund Class K | Mutual Funds | — | — | $1.6M | 5.0% | |
| Dodge & Cox Dodge & Cox Stock I | Mutual Funds | — | — | $1.6M | 4.9% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $1.4M | 4.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $1.3M | 4.0% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $1.2M | 3.7% | |
| Delaware Management Company Delaware Ivy Mid Cap Growth Fund | Common Stocks | — | — | $1.1M | 3.4% | |
| Class R6 * Fidelity Management Trust Company Fidelity Value Fund Class K | Mutual Funds | — | — | $904K | 2.8% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $756K | 2.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $688K | 2.1% | |
| J.P. Morgan Investment Management, JPMorgan Core Plus Bond Fund Class | Other securities | — | — | $687K | 2.1% | |
| Inc. R6 Emerald Growth Fund Inst | Common Stocks | — | — | $641K | 2.0% | |
| Vanguard Group, Inc. Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $565K | 1.7% | |
| Vanguard Group, Inc. Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $479K | 1.5% | |
| American Beacon Advisors, Inc. ABF Small Cap Value Fund Class R5 | Common Stocks | — | — | $468K | 1.4% | |
| Capital Group AF EuroPacific Growth Fund Class R6 | Common Stocks | — | — | $452K | 1.4% | |
| Fidelity Management Trust Company Fidelity International Index Fund | Common Collective Trusts | — | — | $427K | 1.3% | |
| Fidelity Management Trust Company Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $393K | 1.2% | |
| Fidelity Management Trust Company Fidelity Emerging Markets Fund Class | Mutual Funds | — | — | $393K | 1.2% | |
| K * Fidelity Management Trust Company Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $355K | 1.1% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $277K | 0.8% | |
| Fidelity Management Trust Company Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $246K | 0.8% | |
| Virtus Investment Partners, Inc. Virtus Duff & Phelps Real Estate | Common Stocks | — | — | $200K | 0.6% | |
| Securities Fund Class R6 * Fidelity Management Trust Company Fidelity Government Income Fund | Mutual Funds | — | — | $195K | 0.6% | |
| Putnam Fiduciary Trust Company Putnam International Value Fund Class | Mutual Funds | — | — | $189K | 0.6% | |
| R6 Eaton Vance Corp. EV High Income Opportunities Fund | Common Stocks | — | — | $139K | 0.4% | |
| Class I BNY Mellon BNY Mellon Global Fixed Income - Y | Other securities | — | — | $54K | 0.2% | |
| Fund Vanguard Group, Inc. Vanguard Inflation-Protected Securities | Mutual Funds | — | — | $48K | 0.1% | |
| Fund Adm * Fidelity Management Trust Company Fidelity Long-Term Treasury Bond | U.S. Treasuries | — | — | $42K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.