Prudence Cuffaro signed ACW Flex PACK, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ACW Flex PACK, LLC's EIN is 83-0615160.
Download the official 2024 Form 5500 (PDF) for ACW Flex PACK, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ACW Flex PACK, LLC'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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AF Target Date 2025 R6 | Other securities | — | — | $1.9M | 12.5% | |
| AF Target Date 2030 R6 | Other securities | — | — | $1.9M | 12.3% | |
| Fidelity Investments** FID 500 Index | Common Collective Trusts | — | — | $1.5M | 9.4% | |
| Alliance Bernstein AB LG Cap Growth Z | Other securities | — | — | $1.3M | 8.6% | |
| AF Target Date 2045 R6 | Other securities | — | — | $1.2M | 7.5% | |
| Hartford Funds HTFD Div & Growth R6 | Other securities | — | — | $903K | 5.8% | |
| AF Target Date 2035 R6 | Other securities | — | — | $876K | 5.6% | |
| AF Target Date 2040 R6 | Other securities | — | — | $674K | 4.3% | |
| Sycamore Capital Victory Sycmr Est VI Fd R6 | Other securities | — | — | $626K | 4.0% | |
| DFA Small Cap Growth Port Ins | Mutual Funds | — | — | $549K | 3.5% | |
| FID Balanced K6 | Mutual Funds | — | — | $479K | 3.1% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $473K | 3.0% | |
| Amundi US Pioneer Bond Fund K | Other securities | — | — | $433K | 2.8% | |
| Dimensional Fund Advisors DFA Large Cap International Port Ins | Mutual Funds | — | — | $419K | 2.7% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $315K | 2.0% | |
| FID Small Cap Index | Mutual Funds | — | — | $300K | 1.9% | |
| AF New World R6 | Other securities | — | — | $271K | 1.7% | |
| PIMCO Income Fund Ins | Mutual Funds | — | — | $202K | 1.3% | |
| FID Total Intl Index | Mutual Funds | — | — | $172K | 1.1% | |
| FID Mid Cap Index | Mutual Funds | — | — | $160K | 1.0% | |
| FID Small Cap Value | Mutual Funds | — | — | $134K | 0.9% | |
| AF New Perspect R6 | Other securities | — | — | $119K | 0.8% | |
| AF Target Date 2055 R6 | Other securities | — | — | $97K | 0.6% | |
| DFA Real Estate Secs Port Ins | Mutual Funds | — | — | $92K | 0.6% | |
| Participants** Participant notes receivable - Various maturities with interest rates ranging from 8.0 to 9.50 percent - | Other securities | — | — | $83K | 0.5% | |
| FID Infl PR BD Index | Mutual Funds | — | — | $80K | 0.5% | |
| Dodge & Cox Dodge & Cox Global BD I | Mutual Funds | — | — | $69K | 0.4% | |
| AF Target Date 2060 R6 | Other securities | — | — | $63K | 0.4% | |
| AF Target Date 2050 R6 | Other securities | — | — | $59K | 0.4% | |
| AF Target Date 2065 R6 | Other securities | — | — | $46K | 0.3% | |
| American Funds AF Target Date 2010 R6 | Mutual Funds | — | — | $16K | 0.1% | |
| Fidelity Investments** FID Government Money Market * 9 FID Government Money Market R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
