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Original filing (PDF)20251009122352NAL0003563667001
ANALYSIS GROUP, INC.
Form 5500
FILING_RECEIVED
ANALYSIS GROUP, INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
1,249
Accounts w/ balance
2,178
Plan assets (EOY)
$468.4M
Net assets (EOY)
$468.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANALYSIS GROUP, INC..
Plan sponsor
Name
ANALYSIS GROUP, INC.
EIN
04-2727260
Address
111 HUNTINGTON AVENUE, 10TH FLOOR · BOSTON, MA · 02199
Phone
(617) 425-8000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$34K | — |
Investments
31 direct securities · 1 pooled fund· $469.7M(100% of reported assets)
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.
Uncategorized
$468.4M
31 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund n/a | — | — | — | $101.6M | 21.7% | |
| FID CONTRAFUND K6 Mutual fund n/a | — | — | — | $65.8M | 14.0% | |
| VANG TARGET RET 2055 Mutual fund n/a | — | — | — | $35.6M | 7.6% | |
| VANG TARGET RET 2050 Mutual fund n/a | — | — | — | $33.3M | 7.1% | |
| VANG TARGET RET 2060 Mutual fund n/a | — | — | — | $25.8M | 5.5% | |
| FID SM CAP IDX Mutual fund n/a | — | — | — | $19.1M | 4.1% | |
| VANG TARGET RET 2040 Mutual fund n/a | — | — | — | $18.4M | 3.9% | |
| VANG TARGET RET 2045 Mutual fund n/a | — | — | — | $17.3M | 3.7% | |
| Fidelity Brokerage Link Holdings Various n/a | — | — | — | $16.1M | 3.4% | |
| VANG EQUITY INC ADM Mutual fund n/a | — | — | — | $15.5M | 3.3% | |
| FID MID CAP IDX Mutual fund n/a | — | — | — | $15.5M | 3.3% | |
| FID INTL INDEX Mutual fund n/a | — | — | — | $13.1M | 2.8% | |
| VANG TARGET RET 2065 Mutual fund n/a | — | — | — | $9.9M | 2.1% | |
| VANG TARGET RET 2035 Mutual fund n/a | — | — | — | $8.9M | 1.9% | |
| Vanguard Federal Money Market Fund Money market fund n/a | — | — | — | $8.6M | 1.8% | |
| FID US BOND IDX Mutual fund n/a | — | — | — | $8.1M | 1.7% | |
| FID INTL DISCOVERY K Mutual fund n/a | — | — | — | $7.7M | 1.7% | |
| FID CAPITAL & INCOME Mutual fund n/a | — | — | — | $7.3M | 1.6% | |
| MGL MID CP GR I Mutual fund n/a | — | — | — | $6.7M | 1.4% | |
| DODGE & COX INCOME X Mutual fund n/a | — | — | — | $6.6M | 1.4% | |
| VANG SELECTED VALUE Mutual fund n/a | — | — | — | $6.0M | 1.3% | |
| VANG TARGET RET 2030 Mutual fund n/a | — | — | — | $5.3M | 1.1% | |
| DFA EMRG MKT CORE EQ Mutual fund n/a | — | — | — | $4.3M | 0.9% | |
| VANG TARGET RET 2025 Mutual fund n/a | — | — | — | $3.5M | 0.7% | |
| VAN REAL EST IDX ADM Mutual fund n/a | — | — | — | $3.3M | 0.7% | |
| VANG TARGET RET 2020 Mutual fund n/a | — | — | — | $1.7M | 0.4% | |
| Fidelity Managed Income Portfolio Common collective trust Varies n/a | — | — | — | $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 | — | — | — | $905K | 0.2% | |
| Loans to Participants Participant loans 4.25% to 9.50% n/a - | — | — | — | $880K | 0.2% | |
| VANG TARGET RET INC Mutual fund n/a | — | — | — | $290K | <0.1% | |
| VANG TARGET RET 2070 Mutual fund n/a | — | — | — | $121K | <0.1% |
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