Cheryl Dunaway signed Anderson Group Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anderson Group Inc.'s EIN is 41-1321194.
Download the official 2022 Form 5500 (PDF) for Anderson Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Anderson Group Inc.'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | INVESTMENT ADVISORY | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MASS MUTUAL SELECT BLUE CHIP GROWTH R5 DESCRIPTION: MUTUAL FUND | Other securities | — | — | $2.9M | 18.4% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.0M | 12.8% | |
| CAPITAL PRESERVATION FUND R6 PRICING DESCRIPTION: COMMON/COLLECTIVE TRUST FUND | Common Collective Trusts | — | — | $1.7M | 10.9% | |
| FEDERATED HERM CAP PRES R6P FD FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.7M | 10.9% | |
| AMERICAN FUNDS- 2030 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $1.4M | 8.8% | |
| AMERICAN FUNDS MOD GROWTH & INC-R6 DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $1.2M | 7.6% | |
| AMERICAN FUNDS- EURO PACIFIC GROWTH FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $1.1M | 7.3% | |
| VIRTUS NEWFLEET MULTI SEC INTM BOND FUND DESCRIPTION: MUTUAL FUND | Other securities | — | — | $498K | 3.1% | |
| AMERICAN FUNDS- 2050 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $480K | 3.0% | |
| JP MORGAN LIMITED DURATION BOND R6 DESCRIPTION: MUTUAL FUND | Other securities | — | — | $462K | 2.9% | |
| AMERICAN FUNDS- 2025 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $454K | 2.9% | |
| AMERICAN FUNDS- 2045 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $449K | 2.8% | |
| PUTNAM LARGE CAP VALUE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $434K | 2.7% | |
| AMERICAN FUNDS- 2055 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $356K | 2.3% | |
| AMERICAN FUNDS SMALL CAP WORLD R6 FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $312K | 2.0% | |
| MORGAN STANLEY GLOBAL FIXED INCOME OP DESCRIPTION: MUTUAL FUND | Other securities | — | — | $227K | 1.4% | |
| AMERICAN FUNDS- 2060 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $224K | 1.4% | |
| HARBOR SMALL CAP VALUE INSTL DESCRIPTION: MUTUAL FUND | Other securities | — | — | $212K | 1.3% | |
| AMERICAN FUNDS- 2040 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $210K | 1.3% | |
| FIDELITY ADVISOR HEALTH CARE A DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $207K | 1.3% | |
| AMERICAN FUNDS- 2035 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $178K | 1.1% | |
| CARILLON EAGLE MID CAP GROWTH R5 DESCRIPTION: MUTUAL FUND | Other securities | — | — | $113K | 0.7% | |
| CARILLON SCOUT MID CAP FUND DESCRIPTION: MUTUAL FUND | Other securities | — | — | $96K | 0.6% | |
| AMERICAN FUNDS- 2020 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $89K | 0.6% | |
| VANGUARD INFORMATION TECHNOLOGY IND ADM DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $73K | 0.5% | |
| BNY MELON SMALL CAP STOCK DESCRIPTION: MUTUAL FUND | Other securities | — | — | $68K | 0.4% | |
| COLUMBIA EMERGING MARKETS DESCRIPTION: MUTUAL FUND | Other securities | — | — | $63K | 0.4% | |
| FIDELITY SMALL CAP GROWTH I FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $62K | 0.4% | |
| VANGUARD DEVELOPED MARKETS INDEX FUND DESCRIPTION: MUTUAL FUND | Common Collective Trusts | — | — | $50K | 0.3% | |
| ALLSPRING PRECIOUS METALS FUND DESCRIPTION: MUTUAL FUND | Other securities | — | — | $32K | 0.2% | |
| AMERICAN FUNDS- 2065 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $27K | 0.2% | |
| ARTISAN GLOBAL OPPORTUNITIES DESCRIPTION: MUTUAL FUND | Other securities | — | — | $19K | 0.1% | |
| AMERICAN FUNDS- 2010 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $7K | <0.1% | |
| PIMCO HIGH YIELD FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $6K | <0.1% | |
| COHEN & STEERS GLOBAL REALTY DESCRIPTION: MUTUAL FUND | Other securities | — | — | $2K | <0.1% | |
| AMERICAN FUNDS- 2015 TARGET DATE FUND DESCRIPTION: MUTUAL FUND | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
