IAN McLeod signed Anika Therapeutics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anika Therapeutics, Inc.'s EIN is 04-3145961.
Download the official 2024 Form 5500 (PDF) for Anika Therapeutics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anika Therapeutics, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund n/a | Mutual Funds | — | — | $6.0M | 15.5% | |
| Fidelity 500 Index Fund n/a | Common Collective Trusts | — | — | $4.3M | 11.1% | |
| Harbor Capital Appreciation Fund Institutional Shares n/a | Other securities | — | — | $4.1M | 10.5% | |
| Vanguard Target Retirement 2030 Fund n/a | Mutual Funds | — | — | $3.1M | 8.1% | |
| Vanguard Target Retirement 2045 Fund n/a | Mutual Funds | — | — | $2.5M | 6.4% | |
| Vanguard Target Retirement 2040 Fund n/a | Mutual Funds | — | — | $2.3M | 5.8% | |
| Vanguard Target Retirement 2055 Fund n/a | Mutual Funds | — | — | $2.2M | 5.6% | |
| Vanguard Target Retirement 2060 Fund n/a | Mutual Funds | — | — | $1.5M | 3.7% | |
| Vanguard Target Retirement 2050 Fund n/a | Mutual Funds | — | — | $1.4M | 3.5% | |
| Fidelity Government Money Market n/a | Mutual Funds | — | — | $1.2M | 3.2% | |
| Fidelity Balanced Fund n/a | Mutual Funds | — | — | $1.1M | 2.8% | |
| Matrix Trust Company TP Retirement Advisors Moderate CIT Class I n/a | Common Collective Trusts | — | — | $995K | 2.6% | |
| TP RET ADV MOD I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 220 | Common Collective Trust | — | — | $995K | 2.6% | |
| DFA US Small Cap Fund I n/a | Mutual Funds | — | — | $990K | 2.5% | |
| MFS International Diversification Fund Class R6 n/a | Mutual Funds | — | — | $927K | 2.4% | |
| Vanguard Equity Income Fund Admiral n/a | Mutual Funds | — | — | $862K | 2.2% | |
| TP Retirement Advisors Moderate Aggressive CIT Class * Matrix Trust Company I n/a | Common Collective Trusts | — | — | $835K | 2.1% | |
| TP RET ADV MOD AGG I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 222 | Common Collective Trust | — | — | $835K | 2.1% | |
| MFS Mid Cap Growth Fund Class R6 n/a | Mutual Funds | — | — | $829K | 2.1% | |
| Vanguard Target Retirement 2025 Fund n/a | Mutual Funds | — | — | $615K | 1.6% | |
| Victory Sycamore Established Value Fund Class R6 n/a | Other securities | — | — | $557K | 1.4% | |
| Vanguard Target Retirement Income Fund n/a | Mutual Funds | — | — | $389K | 1.0% | |
| Fidelity Investment Grade Bond Fund n/a | Mutual Funds | — | — | $352K | 0.9% | |
| Vanguard Target Retirement 2020 Fund n/a | Mutual Funds | — | — | $335K | 0.9% | |
| Matrix Trust Company TP Retirement Advisors Aggressive CIT Class I n/a | Common Collective Trusts | — | — | $332K | 0.9% | |
| TP RET ADV AGGR I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 222 | Common Collective Trust | — | — | $332K | 0.9% | |
| Vanguard Target Retirement 2065 Fund n/a | Mutual Funds | — | — | $316K | 0.8% | |
| Fidelity US Bond Index Fund n/a | Common Collective Trusts | — | — | $289K | 0.7% | |
| Loomis Sales Inflation Protection Securities Fund n/a | Other securities | — | — | $36K | <0.1% | |
| Matrix Trust Company TP Retirement Advisors Moderate Conservative Class I n/a | Common Stocks | — | — | $35K | <0.1% | |
| TP RET ADV MOD CRV I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 220 | Common Collective Trust | — | — | $35K | <0.1% | |
| Matrix Trust Company TP Retirement Advisors Conservative CIT Class I n/a | Common Collective Trusts | — | — | $31K | <0.1% | |
| TP RET ADV CNSRV I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 222 | Common Collective Trust | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
