Ben Torgersen signed Ankura Consulting Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ankura Consulting Group, LLC's EIN is 47-2435218.
Download the official 2024 Form 5500 (PDF) for Ankura Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ankura Consulting Group, LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $26.9M | 11.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $21.6M | 9.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $20.8M | 9.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $19.3M | 8.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $17.6M | 7.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $15.3M | 6.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $15.0M | 6.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $12.4M | 5.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $8.6M | 3.7% | |
| VANGUARD DIV GRTH - INV | Registered Investment Companies | — | — | $8.5M | 3.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $7.9M | 3.4% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $7.7M | 3.3% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $6.2M | 2.7% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $6.0M | 2.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $3.6M | 1.6% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $3.4M | 1.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $2.8M | 1.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $2.8M | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $2.5M | 1.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $2.3M | 1.0% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $2.2M | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $2.0M | 0.9% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $1.9M | 0.8% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $1.8M | 0.8% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $1.7M | 0.7% | |
| SM CAP VALUE II I1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $1.7M | 0.7% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $1.4M | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $1.3M | 0.6% | |
| COLUMBIA EMERGING MKTS - I3 | Registered Investment Companies | — | — | $1.1M | 0.5% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $928K | 0.4% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $390K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $72K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
