Acumera, Inc.'s EIN is 74-3050025.
Download the official 2024 Form 5500 (PDF) for Acumera, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acumera, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | RADNOR, PA | SERVICE PROVIDER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | TPA | $3K |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.8M | 92.3% | |
| LINCOLN LIFE SEPERATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $3.8M | 92.3% |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT | 58-2099805 | — | SERVICE PROVIDER | $12K | — |
| MORGAN STANLEY GLOBAL BANKING OPERA | — | BALTIMORE, MD | SERVICE PROVIDER | $4K | — |
| MORGAN STANLEY GLOBAL BANKING | — | BALTIMORE, MD | SERVICE PROVIDER | $2K | — |
| MORGAN STANLEY | — | BALTIMORE, MD | SERVICE PROVIDER | $2K | — |
