Back to filter
Original filing (PDF)20251009160724NAL0011848304001
ANY HOUR, LLC
Form 5500
FILING_RECEIVED
ANY HOUR 401(K) PLAN
401(k) retirement plan
Active participants
2,440
Accounts w/ balance
1,250
Plan assets (EOY)
$37.9M
Net assets (EOY)
$37.9M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANY HOUR, LLC.
Plan sponsor
Name
ANY HOUR, LLC
EIN
20-3808635
Address
1374 WEST 130 SOUTH · OREM, UT · 84058
Phone
(801) 922-0087
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GILBERT & STEWART CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | INVESTMENT ADVISOR | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
20 direct securities · 1 pooled fund· $37.7M(99% 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
$35.0M
20 holdings
Pooled Separate Account
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of America Fidelity 500 Index | — | — | — | $5.9M | 15.5% | |
| Empower Annuity Insurance Company of America Fidelity Freedom Index 2050 Instl Premium | — | — | — | $4.5M | 11.8% | |
| Empower Annuity Insurance Company of America Fidelity Freedom Index 2045 Instl Premium | — | — | — | $4.2M | 11.0% | |
| Empower Annuity Insurance Company of America Fidelity Freedom Index 2040 Instl Premium | — | — | — | $3.7M | 9.8% | |
| Empower Annuity Insurance Company of America Fidelity Freedom Index 2055 Instl Premium | — | — | — | $3.0M | 8.0% | |
| Empower Annuity Insurance Company of America Fidelity Freedom Index 2060 Instl Premium | — | — | — | $2.8M | 7.4% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $2.7M | 7.2% | |
| Empower Annuity Insurance Company of America Fidelity Freedom Index 2035 Instl Premium | — | — | — | $2.3M | 6.1% | |
| Empower Annuity Insurance Company of America Fidelity Freedom Index 2065 Instl Premium | — | — | — | $1.4M | 3.7% | |
| Participant Loans Interest Rate 4.25%-9.50% | — | — | — | $1.4M | 3.6% | |
| Empower Annuity Insurance Company of America Fidelity US Bond Index | — | — | — | $1.2M | 3.2% | |
| Empower Annuity Insurance Company of America Fidelity Global Ex Us Index | — | — | — | $1.2M | 3.1% | |
| Empower Annuity Insurance Company of America Ishares Russell Small/Mid-Cap Index | — | — | — | $1.1M | 3.0% | |
| Empower Annuity Insurance Company of America Fidelity Total Bond K6 | — | — | — | $560K | 1.5% | |
| Empower Annuity Insurance Company of America Putnam Large Cap Value R6 | — | — | — | $430K | 1.1% | |
| Empower Annuity Insurance Company of America MFS International Equity R6 | — | — | — | $424K | 1.1% | |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | — | — | — | $405K | 1.1% | |
| Empower Annuity Insurance Company of America Fidelity Freedom Index 2030 Instl Premium | — | — | — | $401K | 1.1% | |
| Empower Annuity Insurance Company of America Blackrock Emerging Mkts | — | — | — | $83K | 0.2% | |
| Empower Annuity Insurance Company of America Fidelity Freedom Index 2025 Instl Premium | — | — | — | $8K | <0.1% | |
| Empower Annuity Insurance Company of America Fidelity Freedom Index Inc Instl Premium | — | — | — | $4K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INS CO OF AMERICA
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL IND
DEFERRED SALARY PLAN OF THE ELECTRICAL INDUSTRY
$8.0B · 23,406 participants
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
INDIANA UNIVERSITY HEALTH INC.
IU HEALTH 401(K) SAVINGS PLAN
$4.5B · 40,158 participants
ARTHUR J. GALLAGHER (ILLINIOS), LLC.
ARTHUR J. GALLAGHER & CO. EMPLOYEES SAVINGS AND THRIFT PLAN
$3.9B · 23,895 participants
MEDSTAR HEALTH, INC.
MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN
$3.5B · 35,033 participants
Similar-size Other Services (ex. Public Admin) plans
NATIONAL UNDERGROUND GROUP, INC.
NATIONAL UNDERGROUND GROUP 401(K) SAVINGS PLAN
$35.7M · 675 participants
HOMESERVE USA CORP.
HOMESERVE USA 401(K) PLAN FOR UNION EMPLOYEES
$34.7M · 338 participants
MOVERS SPECIALTY SERVICE, INC.
MOVERS SPECIALTY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$45.3M · 325 participants
JON K. TAKATA CORPORATION DBA RESTORATION MANAGEMENT COMPANY
JON K. TAKATA CORPORATION 401(K) PROFIT SHARING PLAN
$28.1M · 483 participants
CENTRAL BOILER COMPANIES, INC.
CENTRAL BOILER COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$22.9M · 217 participants
VAN HOOK SERVICE COMPANY, INC.
VAN HOOK SERVICE COMPANY, INC. 401(K) PROFIT SHARING PLAN
$19.9M · 114 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants