Original filing (PDF)20251010115543NAL0008101105001

Attivo Marketing Services, LLC

Name: Attivo Marketing Services, LLC — Attivo 401(k), Form 5500 (2024)
Creator: Attivo Marketing Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Attivo 401(k) Retirement Plan

401(k) retirement plan · Attivo Marketing Services, LLC's Attivo 401(k) Retirement Plan held $6.6M in plan assets for 122 participants in 2024, with Empower as recordkeeper.

Active participants

122

Accounts w/ balance

132

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

How this plan invests

This plan

23 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

Decision-maker contacts

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

Plan sponsor

Name

ATTIVO MARKETING SERVICES, LLC

EIN

38-4300319all filings

Address

2 DRYDOCK AVENUE · BOSTON, MA · 02210

Phone

(508) 916-1607

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-15

Tax period

2024-12-31

Filed

2025-10-10

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	—	NEW YORK, NY	INVESTMENT ADVISOR	$3K	—

Investments

23 direct securities· $6.1M(93% of reported assets)

Mutual Funds

$5.2M

17 holdings

Common Collective Trusts

$549K

1 holding

Other securities

$225K

3 holdings

Bonds / Notes

$74K

1 holding

Stable Value

$72K

1 holding

					% of plan
American Funds American Funds 2045 Target Date Retire R6	Mutual Funds	—	—	$1.5M	22.8%
American Funds American Funds 2035 Target Date Retire R6	Mutual Funds	—	—	$703K	10.7%
American Funds American Funds 2060 Target Date Retire R6	Mutual Funds	—	—	$642K	9.8%
American Funds American Funds 2030 Target Date Retire R6	Mutual Funds	—	—	$637K	9.7%
Fidelity 500 Index	Common Collective Trusts	—	—	$549K	8.4%
American Funds American Funds 2040 Target Date Retire R6	Mutual Funds	—	—	$538K	8.2%
Fidelity US Bond Index	Mutual Funds	—	—	$261K	4.0%
American Funds American Funds 2055 Target Date Retire R6	Mutual Funds	—	—	$257K	3.9%
Fidelity International Index	Mutual Funds	—	—	$178K	2.7%
Alliance Bernstein AB Large Cap Growth Z	Other securities	—	—	$154K	2.3%
American Funds American Funds 2050 Target Date Retire R6	Mutual Funds	—	—	$106K	1.6%
MFS Income Fund R6	Mutual Funds	—	—	$102K	1.6%
Fidelity Small Cap Index	Mutual Funds	—	—	$95K	1.5%
Fidelity Mid Cap Index	Mutual Funds	—	—	$77K	1.2%
Notes receivable from participants Various Interest Rates from 4.25% - 9.50%	Bonds / Notes	—	—	$74K	1.1%
Group Annuity Contract - * Empower Annuity Insurance Company of America APEX Guaranteed Rate Stable Value Fund I	Stable Value	—	—	$72K	1.1%
Columbia Dividend Income Instl3	Other securities	—	—	$48K	0.7%
MFS International Equity R6	Mutual Funds	—	—	$28K	0.4%
Blackrock High Yield Bond Portfolio K	Other securities	—	—	$23K	0.3%
American Funds American Funds New World R6	Mutual Funds	—	—	$14K	0.2%
Fidelity Low-Priced Stock K	Mutual Funds	—	—	$8K	0.1%
Janus Henderson Janus Henderson Enterprise N	Mutual Funds	—	—	$7K	0.1%
American Funds American Funds 2025 Target Date Retire R6	Mutual Funds	—	—	$5K	<0.1%