How big is Anchor Partners, LLC's plan?

Anchor Partners, LLC's plan reported $22.8M in assets and 949 participants for 2024.

Original filing (PDF)20251013123402NAL0001222129001

Anchor Partners, LLC

Name: Anchor Partners, LLC — Anchor Partners 401(k) Profit, Form 5500 (2024)
Creator: Anchor Partners, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Anchor Partners 401(k) Profit Sharing Plan

401(k) retirement plan · Anchor Partners, LLC's Anchor Partners 401(k) Profit Sharing Plan held $22.8M in plan assets for 949 participants in 2024, with Empower as recordkeeper.

Active participants

949

Accounts w/ balance

583

Plan assets (EOY)

$22.8M

Net assets (EOY)

$22.8M

Plan identifiers

Anchor Partners, LLC's EIN is 30-1117599.

EIN 30-1117599

Plan number 001

Plan year 2024

ACK ID 20251013123402NAL0001222129001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anchor Partners, 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 ANCHOR PARTNERS, LLC.

Finding similar companies…

How this plan invests

This plan

43 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

ANCHOR PARTNERS, LLC

EIN

all filings

Address

2106 E STATE HIGHWAY 114, SUITE 303 · SOUTHLAKE, TX · 76092

Phone

(817) 232-4575

Industry

Manufacturing

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

2025-10-13

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$43K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EVERHART FINANCIAL GROUP INC	31-1440043	DUBLIN, OH	INVESTMENT ADVISOR	$41K	—

Investments

43 direct securities· $22.8M(100% of reported assets)

Mutual Funds

$11.8M

22 holdings

Other securities

$5.8M

12 holdings

Common Collective Trusts

$4.8M

8 holdings

Bonds / Notes

$367K

1 holding

					% of plan
Empower Fidelity 500 Index Fund	Common Collective Trusts	—	—	$2.7M	11.8%
Retirement, LLC Great Gray Trust American Funds 2045 Fund	Mutual Funds	—	—	$1.7M	7.5%
Great Gray Trust American Funds 2035 Fund	Mutual Funds	—	—	$1.7M	7.5%
Great Gray Trust American Funds 2030 Fund	Mutual Funds	—	—	$1.7M	7.3%
Empower Guaranteed Interest Fund	Other securities	—	—	$1.5M	6.7%
JPMorgan Large-Cap Growth Fund	Other securities	—	—	$1.4M	6.1%
Great Gray Trust American Funds 2025 Fund	Mutual Funds	—	—	$1.1M	4.8%
Dodge & Cox Stock X Fund	Mutual Funds	—	—	$915K	4.0%
Fidelity Mid-Cap Index Fund	Common Collective Trusts	—	—	$881K	3.9%
Great Gray Trust American Funds 2040 Fund	Mutual Funds	—	—	$862K	3.8%
American Funds New Perspective Fund	Mutual Funds	—	—	$716K	3.1%
Baron Discovery Fund	Other securities	—	—	$700K	3.1%
Great Gray Trust American Funds 2050 Fund	Mutual Funds	—	—	$679K	3.0%
Columbia Total Return Bond Fund	Other securities	—	—	$571K	2.5%
Great Gray Trust American Funds 2055 Fund	Mutual Funds	—	—	$569K	2.5%
JPMorgan Mid-Cap Growth Fund	Other securities	—	—	$563K	2.5%
Janus Henderson Balanced Fund	Mutual Funds	—	—	$484K	2.1%
Fidelity Small-Cap Index Fund	Common Collective Trusts	—	—	$414K	1.8%
Vanguard Information Technology Index Fund	Common Collective Trusts	—	—	$387K	1.7%
Calamos Growth & Income Fund	Other securities	—	—	$387K	1.7%
Participant loans * Interest rates ranging from 3.25% to 10.50%	Bonds / Notes	—	—	$367K	1.6%
Fidelity International Capital Appreciation Fund	Mutual Funds	—	—	$298K	1.3%
Great Gray Trust American Funds 2060 Fund	Mutual Funds	—	—	$296K	1.3%
Vanguard Financials Index Fund	Common Collective Trusts	—	—	$222K	1.0%
Fidelity International Index Fund	Common Collective Trusts	—	—	$209K	0.9%
JPMorgan Income Fund	Other securities	—	—	$207K	0.9%
Great Gray Trust American Funds 2015 Fund	Mutual Funds	—	—	$193K	0.8%
Allspring Special Mid-Cap Value Fund	Other securities	—	—	$149K	0.7%
PGIM High Yield Fund	Other securities	—	—	$111K	0.5%
Great Gray Trust American Funds 2065 Fund	Mutual Funds	—	—	$106K	0.5%
Empower U.S. Government Securities Fund	Other securities	—	—	$105K	0.5%
MFS New Discovery Value Fund	Mutual Funds	—	—	$94K	0.4%
Great Gray Trust American Funds 2020 Fund	Mutual Funds	—	—	$85K	0.4%
DFA Real Estate Securities Fund	Mutual Funds	—	—	$72K	0.3%
BlackRock 80/20 Target Allocation Fund	Other securities	—	—	$64K	0.3%
American Funds New World Fund	Mutual Funds	—	—	$60K	0.3%
Putnam Global Health Care Fund	Mutual Funds	—	—	$57K	0.2%
PGIM Jennison Natural Resources Fund	Other securities	—	—	$54K	0.2%
MFS Aggressive Growth Allocation Fund	Mutual Funds	—	—	$40K	0.2%
Invesco Gold & Special Minerals Fund	Mutual Funds	—	—	$31K	0.1%
Fidelity Inflation Protected Bond Index Fund	Common Collective Trusts	—	—	$15K	<0.1%
Janus Henderson Developed World Bond Fund	Mutual Funds	—	—	$13K	<0.1%
Vanguard Energy Index Fund	Common Collective Trusts	—	—	$1K	<0.1%