Vanessa Urrego signed Anser Advisory, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anser Advisory, LLC.'s EIN is 33-0690787.
Download the official 2024 Form 5500 (PDF) for Anser Advisory, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anser Advisory, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $7.6M | 11.7% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $6.8M | 10.5% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $6.2M | 9.5% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $5.3M | 8.1% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $4.8M | 7.3% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $4.1M | 6.3% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $3.7M | 5.7% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $3.4M | 5.2% | |
| FIDELITY BLUE CHIP GROWTH K | Registered Investment Companies | — | — | $2.6M | 3.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.5M | 3.8% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $2.1M | 3.2% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $1.7M | 2.6% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.5M | 2.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.2M | 1.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $854K | 1.3% | |
| SCHWAB FUNDMNTL INTL EQTY IDX | Registered Investment Companies | — | — | $776K | 1.2% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $755K | 1.2% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $635K | 1.0% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $633K | 1.0% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $624K | 1.0% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $603K | 0.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $589K | 0.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $560K | 0.9% | |
| JPMORGAN CORPORATE BOND R6 | Registered Investment Companies | — | — | $475K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $450K | 0.7% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $438K | 0.7% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $351K | 0.5% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $338K | 0.5% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $330K | 0.5% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $245K | 0.4% | |
| FIDELITY INTL GROWTH Z | Registered Investment Companies | — | — | $200K | 0.3% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $167K | 0.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $142K | 0.2% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $111K | 0.2% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $73K | 0.1% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $54K | <0.1% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
