Virginia Brown signed Accretive Technology Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accretive Technology Group, Inc.'s EIN is 91-1869389.
Download the official 2024 Form 5500 (PDF) for Accretive Technology Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accretive Technology Group, Inc.'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 | -$43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $151K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund NR | Common Collective Trusts | — | — | $14.0M | 19.4% | |
| T. Rowe Price Growth Stock NR | Other securities | — | — | $8.9M | 12.4% | |
| Fidelity Total Market Index Fund NR | Common Collective Trusts | — | — | $7.3M | 10.2% | |
| BNY Mellon Institutional S&P 500 NR | Mutual Funds | — | — | $5.2M | 7.3% | |
| Fidelity Advisor Freedom 2040 Z NR | Mutual Funds | — | — | $3.0M | 4.2% | |
| Fidelity Advisor Freedom 2050 Z NR | Mutual Funds | — | — | $2.7M | 3.8% | |
| ClearBridge Small Cap Growth Fund Class I NR | Other securities | — | — | $2.3M | 3.1% | |
| Fidelity Advisor Freedom 2035 Z NR | Mutual Funds | — | — | $2.2M | 3.0% | |
| Fidelity Advisor Freedom 2045 Z NR | Mutual Funds | — | — | $1.7M | 2.4% | |
| Fidelity Advisor Freedom 2055 Z NR | Mutual Funds | — | — | $1.7M | 2.3% | |
| Nyli Balanced I NR | Other securities | — | — | $1.6M | 2.2% | |
| Fidelity Mid Cap Index Fund NR | Common Collective Trusts | — | — | $1.5M | 2.1% | |
| Fidelity International Index Fund NR | Common Collective Trusts | — | — | $1.3M | 1.9% | |
| Fidelity Extended Market Index Fund NR | Common Collective Trusts | — | — | $1.3M | 1.8% | |
| Fidelity Advisor Leveraged Co Stk Z NR | Mutual Funds | — | — | $1.2M | 1.7% | |
| Invesco Main Street Mid Cap Fund Class Y NR | Mutual Funds | — | — | $1.1M | 1.5% | |
| Fidelity Advisor Capital & Income I NR | Mutual Funds | — | — | $950K | 1.3% | |
| Fidelity US Bond Index Fund NR | Common Collective Trusts | — | — | $924K | 1.3% | |
| Fidelity Advisor Equity Income Z NR | Mutual Funds | — | — | $860K | 1.2% | |
| Fidelity Advisor Freedom 2060 Z NR | Mutual Funds | — | — | $859K | 1.2% | |
| ClearBridge Mid Cap Fund NR | Other securities | — | — | $811K | 1.1% | |
| Fidelity Advisor Overseas Z NR | Mutual Funds | — | — | $792K | 1.1% | |
| Fidelity Advisor Diversified Intl Z NR | Mutual Funds | — | — | $779K | 1.1% | |
| Fidelity Small Cap Index Fund NR | Common Collective Trusts | — | — | $723K | 1.0% | |
| Fidelity Emerging Markets Index Fund NR | Common Collective Trusts | — | — | $721K | 1.0% | |
| Fidelity Intermediate Treasury Bond Idx Inv NR | U.S. Treasuries | — | — | $683K | 0.9% | |
| Fidelity Advisor Freedom 2025 Z NR | Mutual Funds | — | — | $647K | 0.9% | |
| Fidelity Advisor Stock Selector All Cap Z NR | Mutual Funds | — | — | $578K | 0.8% | |
| Fidelity L/T Treasury Bond Index NR | U.S. Treasuries | — | — | $521K | 0.7% | |
| Fidelity Real Estate Index Fund NR | Common Collective Trusts | — | — | $512K | 0.7% | |
| Money Market Fund * Fidelity Government Money Market Fund NR | Mutual Funds | — | — | $502K | 0.7% | |
| Virtus NFJ Dividend Value Fund NR | Other securities | — | — | $500K | 0.7% | |
| Participant Loans Interest rates: 3.25% - 8.50% $0 | Bonds / Notes | — | — | $493K | 0.7% | |
| Fidelity Advisor Limited Term Bond NR | Mutual Funds | — | — | $488K | 0.7% | |
| Fidelity Advisor Freedom 2065 Z NR | Mutual Funds | — | — | $461K | 0.6% | |
| Fidelity S/T Treasury Bond Index Fund NR | U.S. Treasuries | — | — | $408K | 0.6% | |
| Fidelity Global ex US Index Fund NR | Common Collective Trusts | — | — | $405K | 0.6% | |
| Fidelity Advisor Freedom 2030 Z NR | Mutual Funds | — | — | $398K | 0.6% | |
| Fidelity Advisor Freedom 2020 Z NR | Mutual Funds | — | — | $304K | 0.4% | |
| Fidelity Inflation-Protected Bond Index Fund NR | Common Collective Trusts | — | — | $291K | 0.4% | |
| Fidelity Advisor Freedom Inc Z NR | Mutual Funds | — | — | $202K | 0.3% | |
| Fidelity Advisor Freedom 2010 Z NR | Mutual Funds | — | — | $59K | <0.1% | |
| Fidelity Advisor Freedom 2015 Z NR | Mutual Funds | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
