· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ANCHOR CAPITAL ADVISORS LLC — ANCHOR CAPITAL ADVISORS LLC EMPLOYEES RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250516110258NAL0029936496001
ANCHOR CAPITAL ADVISORS LLC
Form 5500-SF
FILING_RECEIVED
ANCHOR CAPITAL ADVISORS LLC EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Active participants
44
Accounts w/ balance
61
Plan assets (EOY)
$45.3M
Net assets (EOY)
$45.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ANCHOR CAPITAL ADVISORS LLC
.
Find decision makers
Plan sponsor
Name
ANCHOR CAPITAL ADVISORS LLC
EIN
20-4669888
Address
TWO INTERNATIONAL PLACE, 21ST FLOOR · BOSTON, MA · 02110
Phone
(617) 338-3800
Industry
Finance & Insurance
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
2025-05-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CLEAR STREET MANAGEMENT LLC
CLEAR STREET 401(K) PLAN
$45.3M · 537 participants
FUND EVALUATION GROUP 2017, INC.
FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP PLAN
$45.4M · 146 participants
WISDOMTREE, INC
WISDOMTREE, INC 401(K) RETIREMENT PLAN
$45.1M · 195 participants
GLOBAL TRUST COMPANY
HARDING LOEVNER EMERGING MARKETS COLLECTIVE INVESTMENT FUND
$45.7M
YORK CAPITAL MANAGEMENT (US) ADVISORS, L.P.
YORK CAPITAL MANAGEMENT 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$45.7M · 42 participants
CHOREO, LLC
CHOREO RETIREMENT PLAN
$45.7M · 227 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
