Dana Gross signed Consolidated Analytics, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Consolidated Analytics, Inc.'s EIN is 80-0324447.
Download the official 2025 Form 5500 (PDF) for Consolidated Analytics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Consolidated Analytics, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
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 Target Retirement 2045 Fund " | Mutual Funds | — | — | $418K | 17.1% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $400K | 16.3% | |
| Harbor Capital Appreciation Retirement Fund " | Other securities | — | — | $328K | 13.4% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $223K | 9.1% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $197K | 8.1% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $177K | 7.2% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $161K | 6.6% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $123K | 5.0% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $122K | 5.0% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $52K | 2.1% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $47K | 1.9% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $41K | 1.7% | |
| NT S&P 500 INDEX NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $39K | 1.6% | |
| MassMutual Mid Cap Growth I Fund " | Other securities | — | — | $26K | 1.1% | |
| Vanguard Target Retirement 2015 Fund " | Mutual Funds | — | — | $20K | 0.8% | |
| TCW MetWest Total Return Bond Fund - P Share " | Other securities | — | — | $14K | 0.6% | |
| Victory Integrity Small-Cap Value Fund Class R6 " ** 240 Vanguard Target Retirement Income Fund " | Mutual Funds | — | — | $14K | 0.6% | |
| American Funds EuroPacific Growth Fund Class R6 " | Mutual Funds | — | — | $13K | 0.5% | |
| John Hancock Funds Disciplined Value Fund Class R6 " | Other securities | — | — | $9K | 0.4% | |
| Northern Trust Extended Equity Market Index Fund " | Common Collective Trusts | — | — | $8K | 0.3% | |
| NT EXT EQ MKT IDX NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $8K | 0.3% | |
| Carillon Eagle Small Cap Growth R6 Fund " | Other securities | — | — | $8K | 0.3% | |
| NT AGGREG BOND INDEX NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $4K | 0.2% | |
| MFS Mid Cap Value Fund Class R6 " | Mutual Funds | — | — | $2K | <0.1% | |
| NT ACWI EX-US INDEX NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $147 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
