Atrius MSO, LLC's EIN is 87-1803974.
Download the official 2024 Form 5500 (PDF) for Atrius MSO, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atrius MSO, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INSTL OPS CO | 04-2647786 | — | RECORDKEEPER | $209K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $22K | — |
| NFP RETIREMENT | 33-0905143 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan U.S. Equity Fund | Other securities | — | — | $226.8M | 14.0% | |
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $217.6M | 13.5% | |
| VFTC TARGET RETIREMENT 2030 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | — | — | $123.0M | 7.6% | |
| VFTC TARGET RETIREMENT 2025 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | — | — | $106.7M | 6.6% | |
| VFTC TARGET RETIREMENT 2040 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | — | — | $100.9M | 6.2% | |
| VFTC TARGET RETIREMENT 2035 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | — | — | $100.5M | 6.2% | |
| Self-Directed Brokerage Accounts *** | Self-Directed Brokerage | — | — | $98.2M | 6.1% | |
| Fixed Account | Other securities | — | — | $78.3M | 4.8% | |
| VFTC TARGET RETIREMENT 2045 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | — | — | $78.2M | 4.8% | |
| VFTC TARGET RETIREMENT 2050 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | — | — | $62.6M | 3.9% | |
| VFTC TARGET RETIREMENT 2020 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001 | Common Collective Trust | — | — | $46.4M | 2.9% | |
| WTC-CIF II MID-CAP OPP WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 018 | Common Collective Trust | — | — | $39.6M | 2.5% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $34.5M | 2.1% | |
| VFTC TARGET RETIREMENT INCOME TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6551878 / PN 001 | Common Collective Trust | — | — | $30.9M | 1.9% | |
| VFTC TARGET RETIREMENT 2055 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | — | — | $30.0M | 1.9% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $29.3M | 1.8% | |
| STATE STREET US BOND INDEX NL CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $23.2M | 1.4% | |
| FIAM SMALL COMPANY COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 006 | Common Collective Trust | — | — | $21.3M | 1.3% | |
| CREF Stock Account | Mutual Funds | — | — | $18.9M | 1.2% | |
| VFTC INSTITUTIONAL EXTENDED MKT IND VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $18.1M | 1.1% | |
| TIAA CREF Traditional Non Benefit Responsive (GRA) | Mutual Funds | — | — | $17.2M | 1.1% | |
| TIAA CREF Traditional Benefit Responsive - GSRA | Mutual Funds | — | — | $14.6M | 0.9% | |
| CREF Growth Account | Mutual Funds | — | — | $14.5M | 0.9% | |
| VFTC TARGET RETIREMENT 2060 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | — | — | $12.3M | 0.8% | |
| CREF Equity Index Account | Common Collective Trusts | — | — | $9.6M | 0.6% | |
| CREF Global Equities Account | Mutual Funds | — | — | $9.3M | 0.6% | |
| with maturity dates ranging from January 2025 – August 2038) $0 | Other securities | — | — | $6.9M | 0.4% | |
| CREF Social Choice Account | Mutual Funds | — | — | $4.3M | 0.3% | |
| CREF Core Bond Account | Mutual Funds | — | — | $3.6M | 0.2% | |
| GLOBAL ALL CAP EQUITY EX-US INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $3.2M | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $2.6M | 0.2% | |
| VFTC TARGET RETIREMENT 2065 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.1% | |
| CREF Money Market Account | Mutual Funds | — | — | $2.0M | 0.1% | |
| Northern Trust TIPS Index Fund | Common Collective Trusts | — | — | $1.0M | <0.1% | |
| NORTHERN TRUST TREASURY INFLATION NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 091 | Common Collective Trust | — | — | $1.0M | <0.1% | |
| Nuveen Lifecycle 2035 Fund | Mutual Funds | — | — | $1.0M | <0.1% | |
| WTC-CIF II EMERGING MKTS RESEARCH WELLINGTON TRUST COMPANY NA · EIN 04-6913417 / PN 192 | Common Collective Trust | — | — | $991K | <0.1% | |
| Nuveen Lifecycle 2040 Fund | Mutual Funds | — | — | $706K | <0.1% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | — | $652K | <0.1% | |
| Nuveen Lifecycle 2030 Fund | Mutual Funds | — | — | $507K | <0.1% | |
| Nuveen Lifecycle 2010 Fund | Mutual Funds | — | — | $429K | <0.1% | |
| PIMCO All Asset Fund | Mutual Funds | — | — | $352K | <0.1% | |
| Nuveen Lifecycle 2025 Fund | Mutual Funds | — | — | $289K | <0.1% | |
| Nuveen Lifecycle 2015 Fund | Mutual Funds | — | — | $236K | <0.1% | |
| VFTC TARGET RETIREMENT 2070 TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001 | Common Collective Trust | — | — | $221K | <0.1% | |
| Nuveen Lifecycle 2020 Fund | Mutual Funds | — | — | $182K | <0.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $76K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AUDITOR |
| $2K |
| — |
