WYNN POTT signed Accenture LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accenture LLP's EIN is 72-0542904.
Download the official 2024 Form 5500 (PDF) for Accenture LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accenture LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH,PIERCE,FENNER&SMITH | 13-5674085 | — | RECORDKEEPER | $472K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORDKEEPER | $25K | — |
| MERRILL LYNCH,PIERCE,FENNER&SMITH | 13-5674085 | — | RECORDKEEPER | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ACCENTURE US PS AND 401(K) TRUST ACCENTURE LLP · EIN 36-7274695 / PN 001 | Master Trust | — | — | $21.3B | 100.0% | |
| VANGUARD INSTL 500 INDEX TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $3.7B | $3.9B | 18.5% | |
| FIDELITY CONTRAFUND COM POOL COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $1.4B | $1.5B | 7.1% | |
| VANGUARD GROWTH IND FD INSTL MUTUAL FUNDS | Mutual Funds | — | $1.1B | $1.3B | 6.0% | |
| VANGUARD TL INTL STK MKT INDEX COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $1.2B | $1.2B | 5.7% | |
| VANGUARD SMALL-CAP INDEX INST MUTUAL FUNDS | Mutual Funds | — | $1.1B | $1.2B | 5.5% | |
| VANGUARD MIDCAP INDEX CL IP MUTUAL FUNDS | Mutual Funds | — | $1.0B | $1.1B | 5.1% | |
| VANGUARD TARGET RET 2040 TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $921.4M | $949.8M | 4.5% | |
| FIDELITY OTC COMMINGLED POOL COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $848.2M | $946.6M | 4.4% | |
| VANGUARD TARGET RET 2050 TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $905.1M | $940.2M | 4.4% | |
| ACCRUED INCOME ACCRUED INCOME 0 CAPITAL NEW PERSPECTIVE TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $837.2M | $864.0M | 4.1% | |
| VANGUARD INSTL TL BOND INDEX COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $840.5M | $826.6M | 3.9% | |
| VANGUARD TARGET RET 2045 TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $679.3M | $701.4M | 3.3% | |
| VANGUARD VALUE INDEX FD INSTL MUTUAL FUNDS | Mutual Funds | — | $623.5M | $638.7M | 3.0% | |
| VANGUARD TARGET RET 2055 TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $606.8M | $630.0M | 3.0% | |
| VANGUARD TARGET RET 2030 TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $583.1M | $596.5M | 2.8% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $501.9M | $501.9M | 2.4% | |
| VANGUARD TARGET RET 2035 TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $475.4M | $486.1M | 2.3% | |
| VANGUARD TARGET RET 2060 TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $414.3M | $429.7M | 2.0% | |
| PIMCO STABLE VALUE FUND MUTUAL FUNDS | Stable Value | — | $355.3M | $358.5M | 1.7% | |
| VANGUARD FEDERAL MONEY MKT INV MONEY MARKET | Mutual Funds | — | $326.1M | $326.1M | 1.5% | |
| PIMCO TOTAL RETURN CIT II COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $316.7M | $312.8M | 1.5% | |
| VANGUARD EMRG MRKTS IDX INSTL MUTUAL FUNDS | Common Collective Trusts | — | $262.1M | $262.0M | 1.2% | |
| FIDELITY DIV INTL COM POOL COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $206.7M | $202.4M | 1.0% | |
| VANGUARD TARGET RET 2025 TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $191.3M | $194.9M | 0.9% | |
| VANGUARD REIT INDEX FD CL INST MUTUAL FUNDS | Mutual Funds | — | $190.3M | $185.7M | 0.9% | |
| VANGUARD TARGET RET INCOME TR COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $151.2M | $153.0M | 0.7% | |
| VANGUARD TARGET RET 2065 TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $145.1M | $150.6M | 0.7% | |
| VANGUARD TARGET RET 2020 TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $144.1M | $146.3M | 0.7% | |
| VANGUARD INFLATION-PROTECTED MUTUAL FUNDS | Mutual Funds | — | $139.4M | $134.1M | 0.6% | |
| LOAN FUND LOANS | Other securities | — | $108.8M | $108.8M | 0.5% | |
| VANGUARD US TREASURY MON MUTUAL FUNDS | U.S. Treasuries | — | $38.9M | $39.6M | 0.2% | |
| VANGUARD TR INCOME & GROWTH TR COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $25.7M | $26.2M | 0.1% | |
| VANGUARD TARGET RET 2070 TRUST COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $20.6M | $21.3M | <0.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $236K | $236K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $17K | $17K | <0.1% |
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 |
|---|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS, LLC | 82-1061233 | — | PPT INVESTMENT ADVISORY | $7.3M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT FINANCIAL SOLUTIONS, LLC | 82-1061233 | — | BROKER | $166K | — |
| PERSHING LLC | 13-2741729 | — | BROKERAGE WINDOW CLEARING | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST | 36-1561860 | — | NONE | $24K | — |
