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Original filing (PDF)20251015165017NAL0005178033001
ANYWHERE REAL ESTATE GROUP LLC
Form 5500
FILING_RECEIVED
ANYWHERE REAL ESTATE GROUP LLC PENSION PLAN
Defined-benefit pension plan
Signals · 2
50% in single holding6 service providers
Active participants
66
Accounts w/ balance
—
Plan assets (EOY)
$79.7M
Net assets (EOY)
$79.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Sun Life Investment SLC Management" is 50% of plan.
- 58 bps in Schedule C fees — 262% above peer band of 16 bps.
- Plan is frozen (1I) — no new benefit accrual.
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
1 CAMPUS DRIVE · PARSIPPANY, NJ · 070540642
Phone
(973) 407-2000
Industry
Real Estatesee all
Plan administrator
Name
ANYWHERE REAL ESTATE GROUP LLC
EIN
20-4381990
City
PARSIPPANY, NJ
Phone
(973) 407-2000
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
KRONICK KALDA BERDY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $264K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $92K | — |
| SUN LIFE INVESTMENT CAPITAL MGMT | — | WELLESLEY HILLS, MA | NONE | $46K | — |
| BCG PENSION RISK CONSULTANTS INC | — | BRAINTREE, MA | NONE | $35K | — |
| KRONICK KALADA BERDY & CO., P.C. | 23-2667890 | — | NONE | $13K | — |
| BANK OF AMERICA N.A. | — | CHARLOTTE, NC | NONE | $12K | — |
Investments
1 direct security · 2 pooled funds· $79.7M(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.
Uncategorized
$39.1M
1 holding
Common Collective Trust
$38.4M
1 holding
Pooled Separate Account
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Sun Life Investment SLC Management | — | — | $38.4M | $39.1M | 49.1% | |
| TRUST DB GRO PORT INSTL WILMINGTON TRUST, N.A. · EIN 82-0737797 / PN 187 | Common Collective Trust | — | $32.0M | $38.4M | 48.2% | |
| PRUDENTIAL SHORT-TERM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 041 | Pooled Separate Account | — | — | $2.1M | 2.7% |