Elizabeth Nickerson signed Analysis Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Analysis Group, Inc.'s EIN is 04-2727260.
Download the official 2024 Form 5500 (PDF) for Analysis Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Analysis Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, 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 | -$34K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund n/a | Common Collective Trusts | — | — | $101.6M | 21.7% | |
| FID CONTRAFUND K6 Mutual fund n/a | Mutual Funds | — | — | $65.8M | 14.0% | |
| VANG TARGET RET 2055 Mutual fund n/a | Other securities | — | — | $35.6M | 7.6% | |
| VANG TARGET RET 2050 Mutual fund n/a | Other securities | — | — | $33.3M | 7.1% | |
| VANG TARGET RET 2060 Mutual fund n/a | Other securities | — | — | $25.8M | 5.5% | |
| FID SM CAP IDX Mutual fund n/a | Common Collective Trusts | — | — | $19.1M | 4.1% | |
| VANG TARGET RET 2040 Mutual fund n/a | Other securities | — | — | $18.4M | 3.9% | |
| VANG TARGET RET 2045 Mutual fund n/a | Other securities | — | — | $17.3M | 3.7% | |
| Fidelity Brokerage Link Holdings Various n/a | Self-Directed Brokerage | — | — | $16.1M | 3.4% | |
| VANG EQUITY INC ADM Mutual fund n/a | Common Stocks | — | — | $15.5M | 3.3% | |
| FID MID CAP IDX Mutual fund n/a | Common Collective Trusts | — | — | $15.5M | 3.3% | |
| FID INTL INDEX Mutual fund n/a | Mutual Funds | — | — | $13.1M | 2.8% | |
| VANG TARGET RET 2065 Mutual fund n/a | Other securities | — | — | $9.9M | 2.1% | |
| VANG TARGET RET 2035 Mutual fund n/a | Other securities | — | — | $8.9M | 1.9% | |
| Vanguard Federal Money Market Fund Money market fund n/a | Mutual Funds | — | — | $8.6M | 1.8% | |
| FID US BOND IDX Mutual fund n/a | Common Collective Trusts | — | — | $8.1M | 1.7% | |
| FID INTL DISCOVERY K Mutual fund n/a | Mutual Funds | — | — | $7.7M | 1.7% | |
| FID CAPITAL & INCOME Mutual fund n/a | Mutual Funds | — | — | $7.3M | 1.6% | |
| MGL MID CP GR I Mutual fund n/a | Other securities | — | — | $6.7M | 1.4% | |
| DODGE & COX INCOME X Mutual fund n/a | Mutual Funds | — | — | $6.6M | 1.4% | |
| VANG SELECTED VALUE Mutual fund n/a | Other securities | — | — | $6.0M | 1.3% | |
| VANG TARGET RET 2030 Mutual fund n/a | Other securities | — | — | $5.3M | 1.1% | |
| DFA EMRG MKT CORE EQ Mutual fund n/a | Mutual Funds | — | — | $4.3M | 0.9% | |
| VANG TARGET RET 2025 Mutual fund n/a | Other securities | — | — | $3.5M | 0.7% | |
| VAN REAL EST IDX ADM Mutual fund n/a | Common Collective Trusts | — | — | $3.3M | 0.7% | |
| VANG TARGET RET 2020 Mutual fund n/a | Other securities | — | — | $1.7M | 0.4% | |
| Fidelity Managed Income Portfolio Common collective trust Varies n/a | Common Collective Trusts | — | — | $1.3M | 0.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.3M | 0.3% | |
| VANG INFL PROT ADM Mutual fund n/a | Other securities | — | — | $905K | 0.2% | |
| Loans to Participants Participant loans 4.25% to 9.50% n/a - | Bonds / Notes | — | — | $880K | 0.2% | |
| VANG TARGET RET INC Mutual fund n/a | Common Stocks | — | — | $290K | <0.1% | |
| VANG TARGET RET 2070 Mutual fund n/a | Other securities | — | — | $121K | <0.1% |
