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Original filing (PDF)20251011060634NAL0005019411001
ANKURA CONSULTING GROUP, LLC
Form 5500
FILING_RECEIVED
ANKURA CONSULTING GROUP, LLC SAVINGS PLAN
401(k) retirement plan
Active participants
1,376
Accounts w/ balance
2,255
Plan assets (EOY)
$230.5M
Net assets (EOY)
$230.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANKURA CONSULTING GROUP, LLC.
Plan sponsor
Name
ANKURA CONSULTING GROUP, LLC
EIN
47-2435218
Address
2000 K. STREET NW 12TH FLOOR · WASHINGTON, DC · 20006
Phone
(412) 714-6421
Industry
Professional & Technical Servicessee all
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
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $47K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
31 direct securities · 2 pooled funds· $229.4M(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.
Registered Investment Companies
$221.5M
31 holdings
Common Collective Trust
$7.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |