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Original filing (PDF)20251010115325NAL0018438738001
ACOUSTIC L.P.
Form 5500
FILING_RECEIVED
ACOUSTIC, L.P. 401(K) PLAN
401(k) retirement plan
Active participants
319
Accounts w/ balance
447
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
How this plan invests
This plan
12 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACOUSTIC L.P..
Plan sponsor
Name
ACOUSTIC L.P.
EIN
83-4514906
Address
1125 OAK STREET · SUITE 204 · CONWAY, AR · 72033
Phone
(877) 225-0934
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $61K | — |
Investments
23 direct securities · 12 pooled funds· $50.0M(100% of reported assets)
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.
Uncategorized
$28.6M
23 holdings
Common Collective Trust
$21.4M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retirement 2035 Fund " | — | — | — | $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 " | — | — | — | $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 " | — | — | — | $3.4M | 11.6% | |
| State Street Target Retirement 2040 Fund " | — | — | — | $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 " | — | — | — | $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 " | — | — | — | $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 " | — | — | — | $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 " | — | — | — | $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 | — | — | — | $1.1M | 3.6% | |
| MFS Growth Fund " | — | — | — | $938K | 3.2% | |
| State Street Target Retirement 2025 Fund " | — | — | — | $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 " | — | — | — | $424K | 1.4% | |
| Invesco Discovery Fund " | — | — | — | $327K | 1.1% | |
| JPMorgan Equity Income Fund " | — | — | — | $299K | 1.0% | |
| State Street Target Retirement 2020 Fund " | — | — | — | $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 " | — | — | — | $215K | 0.7% | |
| MFS International Diversification Fund " | — | — | — | $181K | 0.6% | |
| American Century Small Cap Value " | — | — | — | $171K | 0.6% | |
| Fidelity US Bond Index Fund " | — | — | — | $124K | 0.4% | |
| State Street Target Retirement 2065 Fund " | — | — | — | $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 " | — | — | — | $32K | 0.1% | |
| Fidelity Government Money Market Fund " | — | — | — | $15K | <0.1% | |
| State Street Target Retirement Income Fund Common collective trust | — | — | — | $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% |
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