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Original filing (PDF)20251003095416NAL0001243889001
ANDERSON KILL P.C.
Form 5500
FILING_RECEIVED
THE ANDERSON KILL P.C. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure33% in single holding
Active participants
126
Accounts w/ balance
230
Plan assets (EOY)
$101.9M
Net assets (EOY)
$101.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity Fidelity 500 Index Fund" is 33% of plan.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDERSON KILL P.C..
Plan sponsor
Name
ANDERSON KILL P.C.
EIN
13-2743351
Address
7 TIMES SQUARE, 15TH FLOOR · NEW YORK, NY · 10036
Phone
(212) 278-1000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WITHUMSMITHBROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$13K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | CONSULTANT | $28K | — |
| USI CONSULTING GROUP, INC. | 06-1053228 | — | CONSULTANT | $19K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERTS & HOLLAND LLP | 13-1833405 | — | ATTORNEY/LEGAL | $12K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 2 pooled funds· $100.1M(98% of reported assets)
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.
Uncategorized
$100.0M
25 holdings
Common Collective Trust
$109K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $33.2M | 32.6% | |
| Fidelity Extended Market Index Fund | — | — | — | $9.4M | 9.3% | |
| T Rowe Price T Rowe Price Blue Chip Growth Fund | — | — | — | $7.9M | 7.7% | |
| Brokerage Link Self-directed brokerage accounts | — | — | — | $7.2M | 7.1% | |
| Fidelity Freedom 2040 Fund - Class K | — | — | — | $5.8M | 5.7% | |
| Fidelity Freedom 2030 Fund - Class K | — | — | — | $4.3M | 4.2% | |
| Fidelity Freedom 2025 Fund - Class K | — | — | — | $3.9M | 3.8% | |
| Fidelity Government Money Market Fund | — | — | — | $3.6M | 3.5% | |
| Fidelity Freedom 2035 Fund - Class K | — | — | — | $3.3M | 3.2% | |
| Fidelity Freedom 2055 Fund - Class K | — | — | — | $2.7M | 2.6% | |
| Fidelity US Bond Index Fund | — | — | — | $2.6M | 2.5% | |
| PIMCO Total return Institutional Fund | — | — | — | $2.2M | 2.2% | |
| American Funds American Funds EuroPacific Growth Fund R6 | — | — | — | $2.1M | 2.1% | |
| Fidelity Freedom 2050 Fund - Class K | — | — | — | $1.8M | 1.7% | |
| Fidelity Freedom 2045 Fund - Class K | — | — | — | $1.7M | 1.7% | |
| Fidelity Freedom 2015 Fund - Class K | — | — | — | $1.6M | 1.5% | |
| Fidelity Freedom Income Fund - Class K | — | — | — | $1.5M | 1.5% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $1.2M | 1.1% | |
| Fidelity Freedom 2020 Fund - Class K | — | — | — | $1.1M | 1.1% | |
| Diamond Hill Diamond Hill Large Cap Fund Y Class | — | — | — | $1.1M | 1.0% | |
| Loomis Small Cap Growth Instl | — | — | — | $715K | 0.7% | |
| Fidelity Freedom 2060 Fund - Class K | — | — | — | $663K | 0.7% | |
| Fidelity Freedom 2010 Fund - Class K | — | — | — | $254K | 0.2% | |
| American Century American Century Small Cap Value Fund R6 | — | — | — | $156K | 0.2% | |
| Fidelity Managed Income Portfolio II Class 2 | — | — | — | $109K | 0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $109K | 0.1% | |
| FDTY MANAGED INCOME PORTFOLIO II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% |