Jannine Clemons signed Accelerate360 Distribution, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accelerate360 Distribution, LLC's EIN is 84-3293568.
Download the official 2024 Form 5500 (PDF) for Accelerate360 Distribution, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accelerate360 Distribution, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $126K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPA | 22-2428965 | — | ACCOUNTANT | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $11.8M | 15.5% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $9.7M | 12.8% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $9.5M | 12.5% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $8.1M | 10.7% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $5.0M | 6.6% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4.7M | 6.2% | |
| Vanguard Group Vanguard 500 Index Fund | Common Collective Trusts | — | — | $4.2M | 5.5% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $4.1M | 5.4% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.1M | 4.0% | |
| Pioneer Mutual Funds Pioneer Multi-Assett Ultrashort Income Fund | Other securities | — | — | $2.8M | 3.7% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.8M | 2.3% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $1.6M | 2.2% | |
| Vanguard Group Vanguard Federal Money Market Investor Fund | Mutual Funds | — | — | $1.4M | 1.8% | |
| Vanguard Group Vanguard Value Index Fund | Common Collective Trusts | — | — | $982K | 1.3% | |
| Vanguard Group Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $906K | 1.2% | |
| Vanguard Group Vanguard MidCap Value Index x Fund | Mutual Funds | — | — | $804K | 1.1% | |
| American Funds American Funds Strategic Bond Fund | Mutual Funds | — | — | $711K | 0.9% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $603K | 0.8% | |
| Vanguard Group Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $567K | 0.7% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | Bonds / Notes | — | — | $505K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $487K | 0.6% | |
| Eagle Financial Services, Inc. Carillon Eagle Mid Cap Growth Fd | Common Stocks | — | — | $450K | 0.6% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $394K | 0.5% | |
| American Funds New World Fund Inc | Mutual Funds | — | — | $347K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $273K | 0.4% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $269K | 0.4% | |
| PIMCO Funds PIMCO Global Bond Opportunities Fund U.S. Dollar-Hedged | Mutual Funds | — | — | $263K | 0.3% | |
| Amana Growth Fund | Other securities | — | — | $186K | 0.2% | |
| Kaufmann Federated Hermes Kaufmann Small Cap Fund | Other securities | — | — | $184K | 0.2% | |
| Amana Developing World Fund | Other securities | — | — | $78K | 0.1% | |
| Columbia Threadneedle Columbia Dividend Income Fund | Other securities | — | — | $69K | <0.1% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $66K | <0.1% | |
| Amana Participation Fund | Other securities | — | — | $53K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $59 | <0.1% |
