Maureen Robbins signed Anywhere Real Estate Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anywhere Real Estate Group LLC's EIN is 20-4381990.
Download the official 2024 Form 5500 (PDF) for Anywhere Real Estate Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anywhere Real Estate Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $429K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL PARTNERS, LLC | 26-0058143 | — | CONSULTANT | $112K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NT COLLECTIVE SP 500 INDEX NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $180.6M | 17.3% | |
| JPMCB LARGE CAP GROWTH FUND CLASS A JP MORGAN CHASE BANK N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | $1.3M | $147.8M | 14.2% | |
| NT ALL COUNTRY WORLD EX-US NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | $565K | $84.8M | 8.1% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | $81.7M | $81.7M | 7.8% | |
| NT COLLECTIVE EXT EQUITY MARKET IND NORTHERN TRUST · EIN 45-6138589 / PN 110 | Common Collective Trust | — | $366K | $72.9M | 7.0% | |
| American Beacon Large Cap Mutual fund | Other securities | — | $2.6M | $69.5M | 6.7% | |
| Institutional Class American Funds American Balanced Class R6 Mutual fund | Mutual Funds | — | $1.8M | $61.7M | 5.9% | |
| FIAM CORE PLUS COMMINGLED CL I FIDELITY INVESTMENTS · EIN 20-4659714 / PN 052 | Common Collective Trust | — | $2.6M | $58.5M | 5.6% | |
| Causeway International Fund Mutual fund | Other securities | — | $2.6M | $48.1M | 4.6% | |
| Janus Henderson Enterprise Fund Class N Mutual fund | Mutual Funds | — | $308K | $44.3M | 4.3% | |
| PIMCO Income Fund Institutional Class Mutual fund | Mutual Funds | — | $3.1M | $32.8M | 3.1% | |
| Vanguard Inflation Protected Mutual fund | Mutual Funds | — | $1.3M | $28.4M | 2.7% | |
| American Beacon Small Cap Value Fund R6 Mutual fund | Other securities | — | $992K | $24.4M | 2.3% | |
| NT COLLECTIVE AGGREGATE BOND INDEX NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | $209K | $22.4M | 2.1% | |
| VANGUARD FEDERAL MONEY MKT INV MONEY MARKET | Mutual Funds | — | $18.4M | $18.4M | 1.8% | |
| COHEN & STEERS U.S. REALTY FD SEI TRUST COMPANY · EIN 47-1211722 / PN 003 | Common Collective Trust | — | $828K | $17.6M | 1.7% | |
| Loomis Sayles Small Cap Growth Fund Mutual fund | Other securities | — | $520K | $15.1M | 1.5% | |
| maturities; participant account pledged as * Notes receivable from Participants collateral 0 | Other securities | — | — | $13.0M | 1.2% | |
| LOAN FUND LOANS | Other securities | — | $12.9M | $12.9M | 1.2% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | $948K | $11.5M | 1.1% | |
| Driehaus Emerging Markets Growth Fund Mutual fund | Other securities | — | $238K | $8.8M | 0.8% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $689K | $689K | <0.1% | |
| MFS MID CAP VALUE FUND CLASS CT WILMINGTON TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | $27K | $579K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $25K | $25K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRONICK KALADA BERDY & CO., P.C. | — | KINSTON, PA | ACCOUNTANT | $13K | — |
