William Winkler signed Ackerman McQueen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ackerman McQueen, Inc.'s EIN is 73-0928288.
Download the official 2024 Form 5500 (PDF) for Ackerman McQueen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ackerman McQueen, Inc.'s plan includes profit-sharing, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.7M | 19.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.1M | 10.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.9M | 9.7% | |
| VAN TARG RETIRE 2070 292 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.5M | 7.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.4M | 7.1% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $950K | 4.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $868K | 4.5% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $777K | 4.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $718K | 3.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $701K | 3.6% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $664K | 3.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $454K | 2.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $439K | 2.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $392K | 2.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $391K | 2.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $391K | 2.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $318K | 1.6% | |
| FID US BOND IND | Registered Investment Companies | — | — | $314K | 1.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $292K | 1.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $252K | 1.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $166K | 0.9% | |
| FIDELITY SHORT TERM BOND INDEX | Registered Investment Companies | — | — | $149K | 0.8% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $149K | 0.8% | |
| BAIRD INTERMEDIATE BOND INST | Registered Investment Companies | — | — | $138K | 0.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $118K | 0.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $99K | 0.5% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $52K | 0.3% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $13K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
