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Original filing (PDF)20251014051153NAL0003183488001
ANDERS GROUP, LLC
Form 5500
FILING_RECEIVED
ANDERS GROUP, LLC. 401(K) PLAN
401(k) retirement plan
Active participants
292
Accounts w/ balance
270
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
1 pooled trust
Schedule D
44 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 ANDERS GROUP, LLC.
Plan sponsor
Name
ANDERS GROUP, LLC
EIN
27-2205794
Address
105 DECKER COURT, SUITE 600 · IRVING, TX · 75062
Phone
(972) 573-6090
Industry
Health Care & Social Assistancesee 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THE CJ CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
Investments
35 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.
Uncategorized
$2.2M
29 holdings
Registered Investment Companies
$796K
6 holdings
Common Collective Trust
$16K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Global Advisors State Street Equity 500 Index Fund Class K | — | — | — | $609K | 20.3% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $602K | 20.1% | |
| Fidelity Freedom Index 2060 Premier Class | — | — | — | $297K | 9.9% | |
| Fidelity Freedom Index 2040 Premier Class | — | — | — | $234K | 7.8% | |
| Fidelity Freedom Index 2030 Premier Class | — | — | — | $163K | 5.5% | |
| Fidelity Freedom Index 2050 Premier Class | — | — | — | $144K | 4.8% | |
| Fidelity Freedom Index 2045 Premier Class | — | — | — | $132K | 4.4% | |
| Fidelity Freedom Index 2025 Premier Class | — | — | — | $98K | 3.3% | |
| Fidelity Freedom Index 2035 Premier Class | — | — | — | $93K | 3.1% | |
| Fidelity Freedom Index 2065 Premier Class | — | — | — | $88K | 3.0% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $80K | 2.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $73K | 2.4% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $56K | 1.9% | |
| BlackRock iShares MSCI EAFE International Index Fund Class K | — | — | — | $51K | 1.7% | |
| Admiral Shares Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $41K | 1.4% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $38K | 1.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $38K | 1.3% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund | — | — | — | $30K | 1.0% | |
| Prudential Retirement Janus Henderson Triton Fund Class N | — | — | — | $24K | 0.8% | |
| T. Rowe Price T. Rowe Price Overseas Stock Fund I Class | — | — | — | $22K | 0.8% | |
| Principal Real Estate Securities Fund Class R-6 | — | — | — | $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 | — | — | — | $15K | 0.5% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | Registered Investment Companies | — | — | $15K | 0.5% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $10K | 0.3% | |
| BlackRock High Yield K | — | — | — | $9K | 0.3% | |
| DFA Commodity Strat Port Inst | — | — | — | $7K | 0.2% | |
| Notes Receivable from Participants Interest rates from 5.25% to 10.50% | — | — | — | $6K | 0.2% | |
| Nuveen Small Cap Blend Index R | — | — | — | $6K | 0.2% | |
| Goldman Sachs Goldman Sachs Inflation Protected Securities Fund Class | Registered Investment Companies | — | — | $6K | 0.2% | |
| MFS Total Return R6 | — | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| permitted by 29 CFR 2520.103-5(c) of the Department of Labor's Rules and Regulations for | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index Inc Premier | — | — | — | $2K | <0.1% | |
| Class R-6 BlackRock Total Return Fund Class K Shares | — | — | — | $2K | <0.1% |