JODY Johnston signed Accuserve Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accuserve Solutions, Inc.'s EIN is 85-3173535.
Download the official 2024 Form 5500 (PDF) for Accuserve Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accuserve Solutions, Inc.'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 | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $19K | — |
| RELATION WEALTH MANAGEMENT INC |
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 | |||||
|---|---|---|---|---|---|---|
| Premium Class * Fidelity Freedom Index 2050 Fund Institutional N/R | Mutual Funds | — | — | $1.7M | 23.1% | |
| Premium Class * Fidelity Freedom Index 2045 Fund Institutional N/R | Mutual Funds | — | — | $1.4M | 20.0% | |
| Premium Class * Fidelity Freedom Index 2040 Fund Institutional N/R | Mutual Funds | — | — | $733K | 10.1% | |
| Premium Class * Fidelity Freedom Index 2030 Fund Institutional N/R | Mutual Funds | — | — | $571K | 7.9% | |
| Premium Class * Fidelity Freedom Index 2035 Fund Institutional N/R | Mutual Funds | — | — | $499K | 6.9% | |
| Premium Class * Fidelity Freedom Index 2055 Fund Institutional N/R | Mutual Funds | — | — | $446K | 6.2% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $440K | 6.1% | |
| Premium Class * Fidelity Freedom Index 2025 Fund Institutional N/R | Mutual Funds | — | — | $231K | 3.2% | |
| Premium Class * Fidelity Freedom Index 2060 Fund Institutional N/R | Mutual Funds | — | — | $185K | 2.6% | |
| JPMorgan Large Cap Growth Fund Class R6 N/R | Other securities | — | — | $183K | 2.5% | |
| State Street Global All Cap Equity ex-U.S. Index Fund N/R | Common Collective Trusts | — | — | $124K | 1.7% | |
| Fidelity Freedom Index 2015 Fund Institutional N/R | Mutual Funds | — | — | $114K | 1.6% | |
| Premium Class * Fidelity Freedom Index 2020 Fund Institutional N/R | Mutual Funds | — | — | $88K | 1.2% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $75K | 1.0% | |
| Participant Loans Interest rates: 4.25% - 8.50% $0 | Bonds / Notes | — | — | $70K | 1.0% | |
| Premium Class * Fidelity Freedom Index 2065 Fund Institutional N/R | Mutual Funds | — | — | $62K | 0.9% | |
| American Funds The Bond Fund of America N/R | Mutual Funds | — | — | $55K | 0.8% | |
| Vanguard Windsor II Fund Admiral Shares N/R | Mutual Funds | — | — | $38K | 0.5% | |
| Money Market Fund * Fidelity Government Money Market N/R | Mutual Funds | — | — | $30K | 0.4% | |
| Class K T. Rowe Price Mid-Cap Value Fund N/R | Other securities | — | — | $30K | 0.4% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $24K | 0.3% | |
| Premium Class * Fidelity International Small Cap Fund N/R | Mutual Funds | — | — | $21K | 0.3% | |
| Franklin Small-Mid Cap Growth Fund Class R6 N/R | Mutual Funds | — | — | $21K | 0.3% | |
| Vanguard International Growth Fund Admiral Shares N/R | Mutual Funds | — | — | $19K | 0.3% | |
| PIMCO Diversified Income Fund Institutional Class N/R | Mutual Funds | — | — | $15K | 0.2% | |
| Vanguard International Value Fund Investor Shares N/R | Mutual Funds | — | — | $14K | 0.2% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $10K | 0.1% | |
| American Funds Inflation Linked Bond Fund N/R | Mutual Funds | — | — | $3K | <0.1% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-4617010 |
| — |
| ADVISOR |
| $7K |
| — |
