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Original filing (PDF)20251014144302NAL0003188385001
ANALYTIC SERVICES INC.
Form 5500
FILING_RECEIVED
ANALYTIC SERVICES INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
548
Accounts w/ balance
2,135
Plan assets (EOY)
$226.1M
Net assets (EOY)
$226.1M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANALYTIC SERVICES INC..
Plan sponsor
Name
ANALYTIC SERVICES INC.
EIN
54-0695125
Address
4040 WILSON BOULEVARD · SUITE 500 · ARLINGTON, VA · 22203
Phone
(703) 416-2000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $54K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | CONTRACT ADMINISTRATOR | $3K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $8K | — |
Investments
45 direct securities · 1 pooled fund· $225.7M(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
$220.9M
45 holdings
Pooled Separate Account
$4.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Contracts NFBR (RA, RC, GRA) | — | — | — | $36.9M | 16.3% | |
| CREF Stock R2 | — | — | — | $32.1M | 14.2% | |
| Vanguard Institutional Index Fund | — | — | — | $14.3M | 6.3% | |
| CREF Growth R2 | — | — | — | $13.5M | 6.0% | |
| Nuveen Lifecycle 2040-Retirement Fund | — | — | — | $11.2M | 4.9% | |
| Nuveen Lifecycle 2030-Retirement Fund | — | — | — | $9.5M | 4.2% | |
| Nuveen Lifecycle 2035-Retirement Fund | — | — | — | $9.5M | 4.2% | |
| Nuveen Lifecycle 2045-Retirement Fund | — | — | — | $9.4M | 4.2% | |
| Nuveen Lifecycle 2025-Retirement Fund | — | — | — | $7.9M | 3.5% | |
| American Funds Washington Mutual Investors Fund R5E | — | — | — | $7.0M | 3.1% | |
| JP Morgan Large Cap Growth Fund R6 | — | — | — | $6.9M | 3.0% | |
| Vanguard Extended Market Index Fund | — | — | — | $5.0M | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.8M | 2.1% | |
| CREF Equity Index R2 | — | — | — | $4.5M | 2.0% | |
| CREF Global Equities R2 | — | — | — | $4.4M | 1.9% | |
| Vanguard Total International Stock Index Fund | — | — | — | $4.4M | 1.9% | |
| Nuveen Lifecycle 2050-Retirement Fund | — | — | — | $3.5M | 1.6% | |
| TIAA Traditional Annuity Contracts FBR (RCP) | — | — | — | $3.4M | 1.5% | |
| American Funds New Perspective Fund R4 | — | — | — | $3.1M | 1.4% | |
| Nuveen Lifecycle 2020-Retirement Fund | — | — | — | $2.9M | 1.3% | |
| MFS Mid Cap Growth Fund R6 | — | — | — | $2.7M | 1.2% | |
| Nuveen Lifecycle 2055-Retirement Fund | — | — | — | $2.6M | 1.1% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $2.0M | 0.9% | |
| CREF Core Bond R2 | — | — | — | $2.0M | 0.9% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $1.7M | 0.8% | |
| Nuveen Lifecycle 2015-Retirement Fund | — | — | — | $1.6M | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund | — | — | — | $1.5M | 0.7% | |
| Victory Sycamore Established Value Fund I | — | — | — | $1.5M | 0.7% | |
| T Rowe Price Capital Appreciation Fund | — | — | — | $1.5M | 0.7% | |
| Vanguard Inflation-Protected Securities Fund | — | — | — | $1.5M | 0.6% | |
| Victory Sycamore Small Company Opportunity Fund | — | — | — | $1.4M | 0.6% | |
| Nuveen Lifecycle 2060-Retirement Fund | — | — | — | $1.4M | 0.6% | |
| BlackRock High Yield Bond Institutional | — | — | — | $1.4M | 0.6% | |
| CREF Money Market R2 | — | — | — | $1.3M | 0.6% | |
| Prudential Total Return Bond Z | — | — | — | $1.2M | 0.6% | |
| Nuveen Lifecycle Retirement Income Fund | — | — | — | $918K | 0.4% | |
| CREF Inflation-Linked Bond R2 | — | — | — | $783K | 0.3% | |
| Nuveen Lifecycle 2010-Retirement Fund | — | — | — | $769K | 0.3% | |
| CREF Social Choice R2 | — | — | — | $738K | 0.3% | |
| Vanguard Federal Money Market Fund | — | — | — | $641K | 0.3% | |
| Vanguard Real Estate Index Fund | — | — | — | $640K | 0.3% | |
| Mass Mutual Small Cap Growth Equity Fund I | — | — | — | $637K | 0.3% | |
| TIAA Stable Value Contract | — | — | — | $369K | 0.2% | |
| Lord Abbett Short Duration Income Fund I | — | — | — | $332K | 0.1% | |
| Vanguard FTSE Social Index Fund | — | — | — | $256K | 0.1% | |
| Nuveen Lifecycle 2065-Retirement Fund | — | — | — | $145K | <0.1% |
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