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Original filing (PDF)20250926101235NAL0011668275001
ANCHOR INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
ANCHOR INDUSTRIES, INC. 401K PLAN
401(k) retirement plan
Active participants
342
Accounts w/ balance
403
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANCHOR INDUSTRIES, INC..
Plan sponsor
Name
ANCHOR INDUSTRIES, INC.
EIN
35-0146550
Address
7701 HIGHWAY 41N · EVANSVILLE, IN · 47725
Phone
(812) 867-2421
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HARDING, SHYMANSKI AND CO. P.S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | 35-1729164 | — | INVESTMENT ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARDING, SHYMANSKI AND COMPANY, P. | 35-1346211 | — | ACCOUNTANT/AUDITOR | $11K | — |
Investments
27 direct securities· $18.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $3.6M | 19.0% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $3.0M | 15.9% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $1.7M | 9.2% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $1.7M | 9.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $1.5M | 8.2% | |
| JP Morgan Large Cap Growth Fund Class R6 Mutual Fund | — | — | — | $1.4M | 7.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.2M | 6.3% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $774K | 4.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $741K | 3.9% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $432K | 2.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $383K | 2.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $380K | 2.0% | |
| Federated Hermes Institutional High Yield Bond IS Mutual Fund | — | — | — | $207K | 1.1% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $202K | 1.1% | |
| Victory Sycamore Established Value Y Mutual Fund | — | — | — | $185K | 1.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $184K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $171K | 0.9% | |
| MFS International Growth Fund Class R4 Mutual Fund | — | — | — | $161K | 0.9% | |
| CBA Large Cap Value I Mutual Fund | — | — | — | $148K | 0.8% | |
| Dodge & Cox Income Fund Class X Mutual Fund | — | — | — | $129K | 0.7% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $119K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $96K | 0.5% | |
| Driehaus Emerging Markets Growth Fund Mutual Fund | — | — | — | $84K | 0.4% | |
| Federated Hermes Ultrashort Bond Institutional Share Mutual Fund | — | — | — | $44K | 0.2% | |
| Fidelity Small Cap Value Fund Mutual Fund | — | — | — | $44K | 0.2% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $27K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $5K | <0.1% |
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