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Original filing (PDF)20250922102855NAL0005484336001
AFFINITIV, INC.
Form 5500
FILING_RECEIVED
AFFINITIV 401(K) PLAN
401(k) retirement plan
Active participants
363
Accounts w/ balance
457
Plan assets (EOY)
$31.1M
Net assets (EOY)
$31.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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 AFFINITIV, INC..
Plan sponsor
Name
AFFINITIV, INC.
EIN
81-3352377
Address
1130 W LAKE COOK ROAD · SUITE 120 · BUFFALO GROVE, IL · 60089
Phone
(866) 233-1333
Industry
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
2025-09-22
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $35K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH | 54-1172176 | — | AUDITOR | $17K | — |
Investments
20 direct securities · 1 pooled fund· $30.7M(99% 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
$30.4M
19 holdings
Mutual Funds
$298K
1 holding
Common Collective Trust
$34K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2045 K | — | — | — | $4.3M | 13.9% | |
| BlackRock LifePath Index 2050 K | — | — | — | $3.9M | 12.6% | |
| BlackRock LifePath Index Retirement K | — | — | — | $3.3M | 10.7% | |
| BlackRock LifePath Index 2040 K | — | — | — | $2.5M | 8.1% | |
| BlackRock LifePath Index 2035 K | — | — | — | $2.4M | 7.6% | |
| BlackRock LifePath Index 2055 K | — | — | — | $2.2M | 6.9% | |
| Fidelity Investments 500 Index Admiral | — | — | — | $1.8M | 5.9% | |
| Vanguard Equity-Income Admiral | — | — | — | $1.8M | 5.7% | |
| BlackRock LifePath Index 2030 K | — | — | — | $1.7M | 5.6% | |
| Vanguard US Growth Admiral | — | — | — | $1.6M | 5.1% | |
| Vanguard Mid-Cap Index Admiral | — | — | — | $1.1M | 3.4% | |
| Fidelity Investments Total Bond K6 | — | — | — | $936K | 3.0% | |
| BlackRock LifePath Index 2060 K | — | — | — | $895K | 2.9% | |
| Vanguard Small-Cap Index Admiral | — | — | — | $611K | 2.0% | |
| Vanguard Explorer Admiral | — | — | — | $504K | 1.6% | |
| Vanguard Federal Money Market Investor | — | — | — | $318K | 1.0% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $317K | 1.0% | |
| and Money Market Mutual Fund American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $298K | 1.0% | |
| Dimensional Fund Advisors U.S. Targeted Value I | — | — | — | $174K | 0.6% | |
| BlackRock LifePath Index 2065 K | — | — | — | $57K | 0.2% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $34K | 0.1% |
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