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Original filing (PDF)20251014085714NAL0001143091001
ANYWHERE REAL ESTATE GROUP LLC
Form 5500
FILING_RECEIVED
ANYWHERE REAL ESTATE GROUP LLC EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
7,548
Accounts w/ balance
9,283
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
10 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANYWHERE REAL ESTATE GROUP LLC.
Plan sponsor
Name
ANYWHERE REAL ESTATE GROUP LLC
EIN
20-4381990
Address
175 PARK AVENUE · MADISON, NJ · 07940
Phone
(973) 407-5296
Industry
Real Estatesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KRONICK KALADA BERDY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $429K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL PARTNERS, LLC | 26-0058143 | — | CONSULTANT | $112K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRONICK KALADA BERDY & CO., P.C. | — | KINSTON, PA | ACCOUNTANT | $13K | — |
Investments
18 direct securities · 10 pooled funds· $1.3B(100% 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.
Common Collective Trust
$678.3M
10 holdings
Uncategorized
$617.4M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COLLECTIVE SP 500 INDEX NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | $670K | $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 WLD EX US IMI COMMON / COLLECTIVE TRUSTS | — | — | $81.6M | $84.8M | 8.1% | |
| 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% | |
| Invesco Stable Value Retirement Fund Common/collective trust | — | — | $81.7M | $81.7M | 7.8% | |
| NT COLLECTIVE EX EQ MK IDX TR COMMON / COLLECTIVE TRUSTS | — | — | $63.9M | $72.9M | 7.0% | |
| 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 | — | — | $2.6M | $69.5M | 6.7% | |
| Institutional Class American Funds American Balanced Class R6 Mutual fund | — | — | $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 | — | — | $2.6M | $48.1M | 4.6% | |
| Janus Henderson Enterprise Fund Class N Mutual fund | — | — | $308K | $44.3M | 4.3% | |
| PIMCO Income Fund Institutional Class Mutual fund | — | — | $3.1M | $32.8M | 3.1% | |
| Vanguard Inflation Protected Mutual fund | — | — | $1.3M | $28.4M | 2.7% | |
| American Beacon Small Cap Value Fund R6 Mutual fund | — | — | $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 | — | — | $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 | — | — | $520K | $15.1M | 1.5% | |
| maturities; participant account pledged as * Notes receivable from Participants collateral 0 | — | — | — | $13.0M | 1.2% | |
| LOAN FUND LOANS | — | — | $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 | — | — | $238K | $8.8M | 0.8% | |
| BLF FEDFUND 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 | — | — | $25K | $25K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $2K | $2K | <0.1% |