Suzanne Alexander signed FTI Consulting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FTI Consulting, Inc.'s EIN is 52-1261113.
Download the official 2024 Form 5500 (PDF) for FTI Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FTI Consulting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $415K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | CONSULTANT | $65K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus Fund | Mutual Funds | — | — | $284.5M | 23.4% | |
| JP Morgan Large Cap Growth Class I Fund | Other securities | — | — | $107.6M | 8.8% | |
| T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $54.0M | 4.4% | |
| JP Morgan US Equity Class R6 Fund | Other securities | — | — | $54.0M | 4.4% | |
| STATE STREET RUSSELL SMALL CAP INDE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $52.4M | 4.3% | |
| Stable Value Fund | Stable Value | — | — | $51.3M | 4.2% | |
| JP Morgan Mid Cap Growth Class I Fund | Other securities | — | — | $46.7M | 3.8% | |
| SSGA S&P Mid Cap Index Class C Fund | Other securities | — | — | $46.5M | 3.8% | |
| STATE STREET SP MIDCAP INDEX NL SER STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $46.5M | 3.8% | |
| STATE STREET INTERNATIONAL INDEX NL STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 166 | Common Collective Trust | — | — | $41.0M | 3.4% | |
| American Bond Fund of America | Other securities | — | — | $36.3M | 3.0% | |
| MFS Mid Cap Value Fund Class R6 Fund | Mutual Funds | — | — | $34.8M | 2.9% | |
| American Funds 2055 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $34.2M | 2.8% | |
| American Funds 2050 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $33.3M | 2.7% | |
| MFS International Diversification Class A Fund | Mutual Funds | — | — | $32.5M | 2.7% | |
| American Funds 2060 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $32.1M | 2.6% | |
| American Funds 2045 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $32.0M | 2.6% | |
| Invesco Growth and Income Class R6 Fund | Mutual Funds | — | — | $31.9M | 2.6% | |
| American Funds 2035 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $31.1M | 2.6% | |
| American Funds 2040 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $29.5M | 2.4% | |
| BlackRock High Yield Bond Fund | Other securities | — | — | $27.5M | 2.3% | |
| American Funds 2030 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $25.1M | 2.1% | |
| U.S. Small Cap Growth Portfolio Institutional | Other securities | — | — | $22.0M | 1.8% | |
| Self-Directed Brokerage Account I | Self-Directed Brokerage | — | — | $18.5M | 1.5% | |
| American Funds 2065 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $11.5M | 0.9% | |
| American New World Fund | Other securities | — | — | $11.1M | 0.9% | |
| American Funds 2025 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $10.8M | 0.9% | |
| Invesco Small Cap Value Y | Mutual Funds | — | — | $8.8M | 0.7% | |
| Participant Loans | Participant loans | — | — | $5.6M | 0.5% | |
| American Funds 2020 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $4.8M | 0.4% | |
| American Funds 2015 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $3.6M | 0.3% | |
| BLF Fed Fund | Other securities | — | — | $647K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund Class R6 Fund | Mutual Funds | — | — | $605K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| SC&H ATTEST SERVICES, P.C |
| 52-1743645 |
| — |
| CONSULTANT |
| $33K |
| — |
| MORGAN STANLEY GLOBAL BANKING OPERA | 26-4310632 | — | CONSULTANT | $15K | — |
| ALTERITY GROUP, LLC | — | PLAINVIEW, NY | CONSULTANT | $10K | — |
