How big is Anders Group, LLC's plan?

Anders Group, LLC's plan reported $3.0M in assets and 292 participants for 2024.

Original filing (PDF)20251014051153NAL0003183488001

Anders Group, LLC

Name: Anders Group, LLC — Anders Group, LLC. 401(k) Plan, Form 5500 (2024)
Creator: Anders Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Anders Group, LLC. 401(k) Plan

401(k) retirement plan · Anders Group, LLC's Anders Group, LLC. 401(k) Plan held $3.0M in plan assets for 292 participants in 2024, with ADP as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

292

Accounts w/ balance

270

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Lauren Snapp signed Anders Group, LLC's 2024 Form 5500 as plan administrator.

Lauren Snapp — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anders Group, LLC's EIN is 27-2205794.

EIN 27-2205794

Plan number 001

Plan year 2024

ACK ID 20251014051153NAL0003183488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anders Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anders Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDERS GROUP, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

ANDERS GROUP, LLC

EIN

all filings

Address

105 DECKER COURT, SUITE 600 · IRVING, TX · 75062

Phone

(972) 573-6090

Industry

Health Care & Social Assistance

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$18K	—

Investments

34 direct securities · 1 pooled fund· $3.0M(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.

Mutual Funds

$1.4M

16 holdings

Common Collective Trusts

$799K

6 holdings

Registered Investment Companies

$607K

2 holdings

Other securities

$143K

8 holdings

Common Collective Trust

$16K

1 holding

Bonds / Notes

$6K

1 holding

Pooled Separate Accounts

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$1.9M State Street / SPDR$609K Vanguard$177K American Funds (Capital Group)$80K BlackRock / iShares$62K JPMorgan$56K T. Rowe Price$53K Prudential / PGIM$24K Principal$18K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
State Street Global Advisors State Street Equity 500 Index Fund Class K	Common Collective Trusts	—	—	$609K	20.3%
FID FREEDOM INDEX 2055 PREMIER	Registered Investment Companies	—	—	$602K	20.1%
Fidelity Freedom Index 2060 Premier Class	Mutual Funds	—	—	$297K	9.9%
Fidelity Freedom Index 2040 Premier Class	Mutual Funds	—	—	$234K	7.8%
Fidelity Freedom Index 2030 Premier Class	Mutual Funds	—	—	$163K	5.5%
Fidelity Freedom Index 2050 Premier Class	Mutual Funds	—	—	$144K	4.8%
Fidelity Freedom Index 2045 Premier Class	Mutual Funds	—	—	$132K	4.4%
Fidelity Freedom Index 2025 Premier Class	Mutual Funds	—	—	$98K	3.3%
Fidelity Freedom Index 2035 Premier Class	Mutual Funds	—	—	$93K	3.1%
Fidelity Freedom Index 2065 Premier Class	Mutual Funds	—	—	$88K	3.0%
American Funds American Funds The Growth Fund of America	Mutual Funds	—	—	$80K	2.7%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$73K	2.4%
R6 Shares JP Morgan JP Morgan Equity Income Fund R	Other securities	—	—	$56K	1.9%
BlackRock iShares MSCI EAFE International Index Fund Class K	Common Collective Trusts	—	—	$51K	1.7%
Admiral Shares Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$41K	1.4%
Vanguard Emerging Markets Stock Index Admiral	Mutual Funds	—	—	$38K	1.3%
T. Rowe Price T. Rowe Price Dividend Growth Fund	Other securities	—	—	$30K	1.0%
Prudential Retirement Janus Henderson Triton Fund Class N	Mutual Funds	—	—	$24K	0.8%
T. Rowe Price T. Rowe Price Overseas Stock Fund I Class	Other securities	—	—	$22K	0.8%
Principal Real Estate Securities Fund Class R-6	Other securities	—	—	$18K	0.6%
INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	—	—	$16K	0.5%
Fidelity Freedom Index 2010 Premier Class 883 Fidelity Freedom Index 2015 Premier Class 243 Fidelity Freedom Index 2020 Premier Class	Mutual Funds	—	—	$15K	0.5%
Vanguard Small-Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$15K	0.5%
Vanguard Intermediate-Term Bond Index Fund	Common Collective Trusts	—	—	$10K	0.3%
BlackRock High Yield K	Other securities	—	—	$9K	0.3%
DFA Commodity Strat Port Inst	Mutual Funds	—	—	$7K	0.2%
Notes Receivable from Participants Interest rates from 5.25% to 10.50%	Bonds / Notes	—	—	$6K	0.2%
Nuveen Small Cap Blend Index R	Mutual Funds	—	—	$6K	0.2%
GS INFLATION PROTECTED SEC R6	Registered Investment Companies	—	—	$6K	0.2%
MFS Total Return R6	Mutual Funds	—	—	$3K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
permitted by 29 CFR 2520.103-5(c) of the Department of Labor's Rules and Regulations for	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%
Fidelity Freedom Index Inc Premier	Mutual Funds	—	—	$2K	<0.1%
Class R-6 BlackRock Total Return Fund Class K Shares	Other securities	—	—	$2K	<0.1%

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