William GMAZ signed Atticus Franchise Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atticus Franchise Group LLC's EIN is 47-4423569.
Download the official 2024 Form 5500 (PDF) for Atticus Franchise Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atticus Franchise Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCEL WEALTH MANAGEMENT, LLC | 81-2780637 | MANCHESTER, CT | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund Class R-6 6,109 # | Mutual Funds | — | — | $130K | 14.5% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 4,532 # | Mutual Funds | — | — | $120K | 13.4% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 5,934 # | Mutual Funds | — | — | $113K | 12.6% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 5,409 # | Mutual Funds | — | — | $111K | 12.5% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 4,436 # | Mutual Funds | — | — | $93K | 10.4% | |
| Fidelity 500 Index Fund 281 # | Common Collective Trusts | — | — | $57K | 6.4% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 2,670 # | Mutual Funds | — | — | $48K | 5.4% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 2,703 # | Mutual Funds | — | — | $41K | 4.6% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 1,928 # | Mutual Funds | — | — | $33K | 3.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 76 # | Common Collective Trusts | — | — | $25K | 2.8% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 1,402 # | Mutual Funds | — | — | $25K | 2.7% | |
| Fidelity Mid Cap Index Fund 703 # | Common Collective Trusts | — | — | $24K | 2.7% | |
| with maturity dates ranging from February 2025 to June 2029 | Other securities | — | — | $22K | 2.5% | |
| DFA U.S. Large Cap Equity Portfolio Institutional Class 635 # | Mutual Funds | — | — | $21K | 2.3% | |
| Fidelity U.S. Bond Index Fund 498 # | Common Collective Trusts | — | — | $5K | 0.6% | |
| DFA International Small Company Portfolio Institutional Class 252 # | Mutual Funds | — | — | $5K | 0.5% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares 413 # | Common Collective Trusts | — | — | $4K | 0.5% | |
| TCW MetWest Total Return Bond Fund Class I 468 # | Other securities | — | — | $4K | 0.5% | |
| Goldman Sachs International Equity Insights Fund 295 # | Other securities | — | — | $4K | 0.5% | |
| Fidelity International Index Fund 79 # | Common Collective Trusts | — | — | $4K | 0.4% | |
| Vanguard Total Stock Market Index Fund Admiral Shares 11 # | Common Collective Trusts | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
