How big is Attune Insurance Services LLC.'s plan?

Attune Insurance Services LLC.'s plan reported $12.8M in assets and 104 participants for 2024.

Original filing (PDF)20251006115636NAL0003598465001

Attune Insurance Services LLC.

Name: Attune Insurance Services LLC. — Attune Insurance, Form 5500 (2024)
Creator: Attune Insurance Services LLC.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Attune Insurance Services, LLC Retirement Plan

401(k) retirement plan · Attune Insurance Services LLC.'s Attune Insurance Services, LLC Retirement Plan held $12.8M in plan assets for 104 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

27% in single holding

Active participants

104

Accounts w/ balance

197

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

People on this filing

Justin KIM signed Attune Insurance Services LLC.'s 2024 Form 5500 as plan administrator.

Justin KIM — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Attune Insurance Services LLC.'s EIN is 30-0855824.

EIN 30-0855824

Plan number 001

Plan year 2024

ACK ID 20251006115636NAL0003598465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Attune Insurance Services LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Attune Insurance Services LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATTUNE INSURANCE SERVICES LLC..

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

ATTUNE INSURANCE SERVICES LLC.

EIN

all filings

Address

60 BROAD ST · FLOOR 25 · NEW YORK, NY · 10004

Phone

(646) 995-0434

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$15K	—

Investments

25 direct securities· $12.8M(100% of reported assets)

Mutual Funds

$8.9M

18 holdings

Common Collective Trusts

$3.7M

3 holdings

Other securities

$108K

3 holdings

Bonds / Notes

$21K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$3.5M	27.1%
Fidelity Freedom 2055 K Mutual Fund	Mutual Funds	—	—	$1.9M	15.3%
Fidelity Freedom 2060 K Mutual Fund	Mutual Funds	—	—	$1.7M	13.2%
Fidelity Freedom 2050 K Mutual Fund	Mutual Funds	—	—	$1.6M	12.9%
Fidelity Freedom 2045 K Mutual Fund	Mutual Funds	—	—	$1.6M	12.3%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$610K	4.8%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$268K	2.1%
Fidelity Freedom 2035 K Mutual Fund	Mutual Funds	—	—	$260K	2.0%
Fidelity Total Bond Mutual Fund	Mutual Funds	—	—	$211K	1.7%
Fidelity Large Cap Stock Mutual Fund	Mutual Funds	—	—	$205K	1.6%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$179K	1.4%
Fidelity Global Ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$162K	1.3%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$108K	0.8%
Goldman Sachs Inflation-Protected Securities Inv Mutual Fund	Other securities	—	—	$99K	0.8%
Fidelity Small Cap Growth Mutual Fund	Mutual Funds	—	—	$91K	0.7%
Fidelity Freedom 2040 K Mutual Fund	Mutual Funds	—	—	$65K	0.5%
Fidelity Freedom 2065 K Mutual Fund	Mutual Funds	—	—	$62K	0.5%
Fidelity Real Estate Invs Mutual Fund	Mutual Funds	—	—	$42K	0.3%
Fidelity Freedom 2030 K Mutual Fund	Mutual Funds	—	—	$29K	0.2%
Fidelity Overseas Fund Mutual Fund	Mutual Funds	—	—	$25K	0.2%
Participant Loans to participants, bearing interest from 8.0% to 8.5%	Bonds / Notes	—	—	$21K	0.2%
Allspring Special Small Cap Value Fund Admiral Mutual Fund	Other securities	—	—	$7K	<0.1%
Invesco Diversified Dividend Fund R5 Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Fidelity Freedom 2025 K Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Principal Small Cap R5 Mutual Fund	Other securities	—	—	$2K	<0.1%