Angela Phillips signed Attain Consulting Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Attain Consulting Group LLC's EIN is 85-0709432.
Download the official 2024 Form 5500 (PDF) for Attain Consulting Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Attain Consulting Group LLC's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $97K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $38K | — |
| NFP RETIREMENT INC |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $8.9M | 19.5% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $6.2M | 13.6% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $5.5M | 12.2% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $4.8M | 10.5% | |
| flexPATH Index Moderate Retirement Fund " | Other securities | — | — | $4.4M | 9.6% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $4.4M | 9.6% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.2M | 7.0% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $1.0M | 2.3% | |
| LARGE CAP VAL III I1 GREAT GRAY COLLEC INVST TRUST · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.3% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $891K | 2.0% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $877K | 1.9% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $744K | 1.6% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $716K | 1.6% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $637K | 1.4% | |
| Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $633K | 1.4% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $614K | 1.4% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $586K | 1.3% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $521K | 1.1% | |
| BlackRock High Yield Bond Portfolio Class K Mutual fund | Other securities | — | — | $489K | 1.1% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $471K | 1.0% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $451K | 1.0% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $345K | 0.8% | |
| Fidelity Real Estate Investment Portfolio " | Mutual Funds | — | — | $323K | 0.7% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $315K | 0.7% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $304K | 0.7% | |
| flexPATH Index+ Aggressive Retirement Fund " | Other securities | — | — | $258K | 0.6% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $258K | 0.6% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $248K | 0.5% | |
| FLEXPATH+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 242 | Common Collective Trust | — | — | $246K | 0.5% | |
| Fidelity Inflation-Protected Bond Index Fund " | Common Collective Trusts | — | — | $206K | 0.5% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $153K | 0.3% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $140K | 0.3% | |
| flexPATH Index+ Conservative Retirement Fund " | Other securities | — | — | $139K | 0.3% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $139K | 0.3% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $100K | 0.2% | |
| Fidelity Government Income Fund " | Mutual Funds | — | — | $84K | 0.2% | |
| FLEXPATH+AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 240 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2065 R1 GREAT GRAY COLLEC INVST TRUST · EIN 38-7271383 / PN 764 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0905143 |
| — |
| ADVISOR |
| $14K |
| — |
