Gretchen GWYN signed Athenix Solutions Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Athenix Solutions Group, LLC's EIN is 84-4344424.
Download the official 2024 Form 5500 (PDF) for Athenix Solutions Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Athenix Solutions Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.4M | 14.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.9M | 12.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.7M | 11.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.5M | 11.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.2M | 9.9% | |
| Fidelity Investments Fidelity 500 Index Fm1d | Mutual Funds | — | — | $2.2M | 9.8% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $1.8M | 7.8% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $926K | 4.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $748K | 3.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $687K | 3.0% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $402K | 1.8% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $272K | 1.2% | |
| PRIN MID-CAP EQ FD TIER IV PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $250K | 1.1% | |
| Fidelity Investments Fidelity Total Int Idx Fm1d | Common Collective Trusts | — | — | $241K | 1.1% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $233K | 1.0% | |
| Fidelity Investments Fidelity Extended Mkt Idx Fd | Common Collective Trusts | — | — | $212K | 0.9% | |
| MSF Investment Management MFS Intl Diversification R6 Fd | Mutual Funds | — | — | $191K | 0.8% | |
| John Hancock John Hancock Dis Val MC R6 Fd | Other securities | — | — | $177K | 0.8% | |
| Oppenheimer Inv Discov RK Fd | Mutual Funds | — | — | $169K | 0.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $152K | 0.7% | |
| John Hancock John Hancock Bond R6 Fm1d | Other securities | — | — | $136K | 0.6% | |
| Fidelity Investments Fidelity US Bond Index Fm1d | Mutual Funds | — | — | $96K | 0.4% | |
| Participant loans Interest rates from 4.25% To 9.50% - 0 - | Bonds / Notes | — | — | $83K | 0.4% | |
| Victory Funds Vicotry Syca SM Co Opp R6 Fm1d | Common Stocks | — | — | $50K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $15K | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $358 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
