Jay Schaufeld signed Acoustic L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Acoustic L.P.'s EIN is 83-4514906.
Download the official 2024 Form 5500 (PDF) for Acoustic L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Acoustic L.P.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $61K | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2035 Fund " | Other securities | — | — | $5.2M | 17.6% | |
| SS TRGT RET 2035 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $5.2M | 17.6% | |
| State Street Target Retirement 2030 Fund " | Other securities | — | — | $3.8M | 13.1% | |
| SS TRGT RET 2030 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $3.8M | 13.1% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $3.4M | 11.6% | |
| State Street Target Retirement 2040 Fund " | Other securities | — | — | $3.3M | 11.2% | |
| SS TRGT RET 2040 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $3.3M | 11.2% | |
| State Street Target Retirement 2050 Fund " | Other securities | — | — | $2.8M | 9.6% | |
| SS TRGT RET 2050 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $2.8M | 9.6% | |
| State Street Target Retirement 2045 Fund " | Other securities | — | — | $2.7M | 9.3% | |
| SS TRGT RET 2045 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $2.7M | 9.3% | |
| State Street Target Retirement 2055 Fund " | Other securities | — | — | $1.4M | 4.8% | |
| SS TRGT RET 2055 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $1.4M | 4.8% | |
| State Street Target Retirement 2060 Fund " | Other securities | — | — | $1.2M | 3.9% | |
| SS TRGT RET 2060 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $1.2M | 3.9% | |
| Vanguard Federal Money Market Mutual fund | Mutual Funds | — | — | $1.1M | 3.6% | |
| MFS Growth Fund " | Mutual Funds | — | — | $938K | 3.2% | |
| State Street Target Retirement 2025 Fund " | Other securities | — | — | $668K | 2.3% | |
| SS TRGT RET 2025 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $668K | 2.3% | |
| Fidelity Extended Market Index Fund " | Common Collective Trusts | — | — | $424K | 1.4% | |
| Invesco Discovery Fund " | Mutual Funds | — | — | $327K | 1.1% | |
| JPMorgan Equity Income Fund " | Other securities | — | — | $299K | 1.0% | |
| State Street Target Retirement 2020 Fund " | Other securities | — | — | $271K | 0.9% | |
| SS TRGT RET 2020 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $271K | 0.9% | |
| Fidelity Total International Index Fund " | Common Collective Trusts | — | — | $215K | 0.7% | |
| MFS International Diversification Fund " | Mutual Funds | — | — | $181K | 0.6% | |
| American Century Small Cap Value " | Other securities | — | — | $171K | 0.6% | |
| Fidelity US Bond Index Fund " | Common Collective Trusts | — | — | $124K | 0.4% | |
| State Street Target Retirement 2065 Fund " | Other securities | — | — | $99K | 0.3% | |
| SS TRGT RET 2065 M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $99K | 0.3% | |
| John Hancock Bond Fund R6 " | Other securities | — | — | $32K | 0.1% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $15K | <0.1% | |
| State Street Target Retirement Income Fund Common collective trust | Common Collective Trusts | — | — | $13K | <0.1% | |
| SS TRGT RET INC M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $13K | <0.1% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
