Tyler Pemble signed Accuris' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accuris' EIN is 92-2207859.
Download the official 2024 Form 5500 (PDF) for Accuris from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accuris' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $42K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * Fidelity 500 Index Fund | Common Collective Trusts | — | — | $12.3M | 19.6% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $7.2M | 11.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $6.3M | 10.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.5M | 7.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $3.9M | 6.1% | |
| Vanguard Growth Index Fund Adm | Common Collective Trusts | — | — | $3.4M | 5.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.3M | 5.3% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $2.8M | 4.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.4M | 3.8% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.4M | 3.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.3M | 3.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.7M | 2.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.5M | 2.4% | |
| Participant-Directed Brokerage Link Account - Common Stock | Self-Directed Brokerage | — | — | $1.3M | 2.1% | |
| Vanguard Total International Stock Index Adm | Mutual Funds | — | — | $1.2M | 1.9% | |
| Money Market Funds * Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $927K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $891K | 1.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $674K | 1.1% | |
| dates ranging from April 2025 to September 2035 | Other securities | — | — | $524K | 0.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $484K | 0.8% | |
| Vanguard Total Stock Market Index Fund Adm | Common Collective Trusts | — | — | $395K | 0.6% | |
| Galliard Stable Return Fund C | Common Collective Trusts | — | — | $262K | 0.4% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $262K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $244K | 0.4% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $231K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $230K | 0.4% | |
| MFS Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $203K | 0.3% | |
| Fidelity Short-Term Treasury Bond Index Fund | U.S. Treasuries | — | — | $192K | 0.3% | |
| Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $183K | 0.3% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $171K | 0.3% | |
| Vanguard Total International Bond Index Fund Adm | Common Collective Trusts | — | — | $131K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $123K | 0.2% | |
| MFS International Growth Fund Class R6 | Mutual Funds | — | — | $101K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $98K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund Adm | Common Collective Trusts | — | — | $93K | 0.1% | |
| Fidelity Cash Reserves - Participant-Directed Brokerage Link Account | Self-Directed Brokerage | — | — | $45K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Adm | Common Collective Trusts | — | — | $21K | <0.1% | |
| Investments - Participant-Directed Brokerage Link Account | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
