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Original filing (PDF)20251015110311NAL0008875058001
FTI CONSULTING, INC.
Form 5500
FILING_RECEIVED
FTI CONSULTING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
4,676
Accounts w/ balance
5,947
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
3 pooled trusts
Schedule D
32 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FTI CONSULTING, INC..
Plan sponsor
Name
FTI CONSULTING, INC.
EIN
52-1261113
Address
555 12TH STREET, N.W., · SUITE 700 · WASHINGTON, DC · 20004
Phone
(202) 312-9100
Industry
All Other Professional Services· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $415K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | CONSULTANT | $65K | — |
| 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 | — |
Investments
30 direct securities · 3 pooled funds· $1.3B(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.
Uncategorized
$1.1B
30 holdings
Common Collective Trust
$139.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Plus Fund | — | — | — | $284.5M | 23.4% | |
| JP Morgan Large Cap Growth Class I Fund | — | — | — | $107.6M | 8.8% | |
| T. Rowe Price Capital Appreciation Fund | — | — | — | $54.0M | 4.4% | |
| JP Morgan US Equity Class R6 Fund | — | — | — | $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 | — | — | — | $51.3M | 4.2% | |
| JP Morgan Mid Cap Growth Class I Fund | — | — | — | $46.7M | 3.8% | |
| SSGA S&P Mid Cap Index Class C Fund | — | — | — | $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 | — | — | — | $36.3M | 3.0% | |
| MFS Mid Cap Value Fund Class R6 Fund | — | — | — | $34.8M | 2.9% | |
| American Funds 2055 Target Date Retirement Fund Class R6 Fund | — | — | — | $34.2M | 2.8% | |
| American Funds 2050 Target Date Retirement Fund Class R6 Fund | — | — | — | $33.3M | 2.7% | |
| MFS International Diversification Class A Fund | — | — | — | $32.5M | 2.7% | |
| American Funds 2060 Target Date Retirement Fund Class R6 Fund | — | — | — | $32.1M | 2.6% | |
| American Funds 2045 Target Date Retirement Fund Class R6 Fund | — | — | — | $32.0M | 2.6% | |
| Invesco Growth and Income Class R6 Fund | — | — | — | $31.9M | 2.6% | |
| American Funds 2035 Target Date Retirement Fund Class R6 Fund | — | — | — | $31.1M | 2.6% | |
| American Funds 2040 Target Date Retirement Fund Class R6 Fund | — | — | — | $29.5M | 2.4% | |
| BlackRock High Yield Bond Fund | — | — | — | $27.5M | 2.3% | |
| American Funds 2030 Target Date Retirement Fund Class R6 Fund | — | — | — | $25.1M | 2.1% | |
| U.S. Small Cap Growth Portfolio Institutional | — | — | — | $22.0M | 1.8% | |
| Self-Directed Brokerage Account I | — | — | — | $18.5M | 1.5% | |
| American Funds 2065 Target Date Retirement Fund Class R6 Fund | — | — | — | $11.5M | 0.9% | |
| American New World Fund | — | — | — | $11.1M | 0.9% | |
| American Funds 2025 Target Date Retirement Fund Class R6 Fund | — | — | — | $10.8M | 0.9% | |
| Invesco Small Cap Value Y | — | — | — | $8.8M | 0.7% | |
| Participant Loans | — | — | — | $5.6M | 0.5% | |
| American Funds 2020 Target Date Retirement Fund Class R6 Fund | — | — | — | $4.8M | 0.4% | |
| American Funds 2015 Target Date Retirement Fund Class R6 Fund | — | — | — | $3.6M | 0.3% | |
| BLF Fed Fund | — | — | — | $647K | <0.1% | |
| American Funds 2010 Target Date Retirement Fund Class R6 Fund | — | — | — | $605K | <0.1% |