Richard Tatum signed Accredited Home Elevator, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accredited Home Elevator, Inc.'s EIN is 85-3935252.
Download the official 2024 Form 5500 (PDF) for Accredited Home Elevator, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accredited Home Elevator, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dimensional 2045 Trgt-Ins Mutual Fund n/a | Mutual Funds | — | — | $1.0M | 24.4% | |
| Dimensional 2030 Trgt-Inst Mutual Fund n/a | Mutual Funds | — | — | $675K | 16.1% | |
| Dimensional 2040 Trgt-Ins Mutual Fund n/a | Mutual Funds | — | — | $599K | 14.3% | |
| Dimensional 2060 Trgt-Ins Mutual Fund n/a | Mutual Funds | — | — | $486K | 11.6% | |
| Vanguard 500 Index Admiral Mutual Fund n/a | Common Collective Trusts | — | — | $427K | 10.2% | |
| Dimensional 2050 Trgt-Ins Mutual Fund n/a | Mutual Funds | — | — | $412K | 9.9% | |
| Dimensional 2055 Trgt-Ins Mutual Fund n/a | Mutual Funds | — | — | $228K | 5.5% | |
| Dimensional 2035 Trgt-Ins Mutual Fund n/a | Mutual Funds | — | — | $104K | 2.5% | |
| Dimensional 2025 Trgt-Ins Mutual Fund n/a | Mutual Funds | — | — | $70K | 1.7% | |
| Non-Interest Bearing Cash n/a 556 * Notes receivable from participants Interest rates of 4.50% to - | Cash / Money Market | — | — | $65K | 1.5% | |
| DFA US Small Cap I Mutual Fund n/a | Mutual Funds | — | — | $61K | 1.5% | |
| Vanguard Developed Markets Index Admiral Mutual Fund n/a | Mutual Funds | — | — | $16K | 0.4% | |
| Dimensional 2015 Trgt-Ins Mutual Fund n/a | Mutual Funds | — | — | $9K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
