Robert McGuinness signed Analytic Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Analytic Partners, Inc.'s EIN is 13-4177380.
Download the official 2024 Form 5500 (PDF) for Analytic Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Analytic Partners, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $62K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $5.9M | 20.4% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $3.1M | 10.8% | |
| FRANKLIN TOTAL ADVANTAGE 2050 R6 GREAT GRAY · EIN 82-3383993 / PN 357 | Common Collective Trust | — | — | $3.0M | 10.5% | |
| FRANKLIN TOTAL ADVANTAGE 2040 R6 GREAT GRAY · EIN 82-3309063 / PN 355 | Common Collective Trust | — | — | $2.6M | 9.1% | |
| FRANKLIN TOTAL ADVANTAGE 2060 R6 GREAT GRAY · EIN 82-3410489 / PN 359 | Common Collective Trust | — | — | $2.4M | 8.3% | |
| FRANKLIN TOTAL ADVANTAGE 2055 R6 GREAT GRAY · EIN 82-3397205 / PN 358 | Common Collective Trust | — | — | $1.7M | 6.0% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 4.1% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.0M | 3.6% | |
| FRANKLIN TOTAL ADVANTAGE 2045 R6 GREAT GRAY · EIN 82-3327181 / PN 356 | Common Collective Trust | — | — | $931K | 3.2% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $766K | 2.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $624K | 2.2% | |
| FRANKLIN TOTAL ADVANTAGE 2035 R6 GREAT GRAY · EIN 82-3297133 / PN 354 | Common Collective Trust | — | — | $599K | 2.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $589K | 2.0% | |
| American Funds New Economy Fund | Mutual Funds | — | — | $582K | 2.0% | |
| Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $481K | 1.7% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $315K | 1.1% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $267K | 0.9% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $253K | 0.9% | |
| FRANKLIN TOTAL ADVANTAGE 2020 R6 GREAT GRAY · EIN 82-3236968 / PN 351 | Common Collective Trust | — | — | $241K | 0.8% | |
| BlackRock High Yield Bond Fund | Other securities | — | — | $228K | 0.8% | |
| FRANKLIN TOTAL ADVANTAGE 2030 R6 GREAT GRAY · EIN 82-3285163 / PN 353 | Common Collective Trust | — | — | $228K | 0.8% | |
| Janus Henderson Triton Fund Class I | Mutual Funds | — | — | $210K | 0.7% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $199K | 0.7% | |
| MassMutual Select Mid Cap Growth Fund | Other securities | — | — | $186K | 0.6% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $155K | 0.5% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $148K | 0.5% | |
| Invesco Gold Special Minerals Fund | Mutual Funds | — | — | $109K | 0.4% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $104K | 0.4% | |
| Wells Fargo Special Mid Cap Value Fund - Class R6 | Other securities | — | — | $103K | 0.4% | |
| Invesco Real Estate Fund Class A | Mutual Funds | — | — | $87K | 0.3% | |
| FRANKLIN TOTAL ADVANTAGE 2025 R6 GREAT GRAY · EIN 82-3269796 / PN 352 | Common Collective Trust | — | — | $61K | 0.2% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $48K | 0.2% | |
| FRANKLIN TOTAL ADVANTAGE RETIREMENT GREAT GRAY · EIN 82-3225947 / PN 350 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
