What public Form 5500 filings show about the Anchor Point Management Group, LLC 401(k) plan — and how to find and check your own account.
Anchor Point Management Group, LLC (EIN 92-2810794) reports ANCHOR POINT MANAGEMENT GROUP EMPLOYEE BENEFIT PLAN on its most recent Form 5500, with $22.4M in plan assets across 9,415 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Anchor Point Management Group, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Anchor Point Management Group, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HA&W WEALTH MANAGEMENT, NOVA 401 K ASSOCIATES.
