Original filing (PDF)20251014123436NAL0001384595001

ANCHOR HOCKING HOLDINGS, INC.

Name: ANCHOR HOCKING HOLDINGS, INC. — ANCHOR HOCKING 401K PLAN, Form 5500 (2024)
Creator: ANCHOR HOCKING HOLDINGS, INC.

Form 5500

FILING_RECEIVED

ANCHOR HOCKING 401K PLAN

401(k) retirement plan

Signals · 1

39% in single holding

Active participants

2,057

Accounts w/ balance

2,024

Plan assets (EOY)

$72.4M

Net assets (EOY)

$72.4M

How this plan invests

This plan

5 pooled trusts

Schedule D

37 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "New York Life Guaranteed Interest Account Guaranteed Interest Account" is 39% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANCHOR HOCKING HOLDINGS, INC..

Plan sponsor

Name

ANCHOR HOCKING HOLDINGS, INC.

EIN

45-3414553

Address

1600 DUBLIN RD, EAST BUILDING · SUITE 200 · COLUMBUS, OH · 43215

Phone

(703) 450-9068

Industry

All Other Professional Services· Professional & Technical Servicessee 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

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

CLARK, SCHAEFER, HACKETT & CO.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$64K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EVERHART FINANCIAL GROUP INC	31-1440043	—	ADVISOR	$16K	—
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$15K	—

Investments

35 direct securities · 5 pooled funds· $73.9M(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

$71.9M

35 holdings

Pooled Separate Account

$1.4M

1 holding

Common Collective Trust

$564K

4 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
New York Life Guaranteed Interest Account Guaranteed Interest Account	—	—	—	$28.2M	38.9%
Fidelity Freedom Blend 2035 Fund Class K6 Mutual Fund	—	—	—	$5.8M	8.1%
Fidelity Freedom Blend 2040 Fund Class K6 Mutual Fund	—	—	—	$5.2M	7.2%
Fidelity Freedom Blend 2030 Fund Class K6 Mutual Fund	—	—	—	$4.8M	6.6%
Fidelity Freedom Blend 2025 Fund Class K6 Mutual Fund	—	—	—	$4.6M	6.4%
Fidelity Freedom Blend 2045 Fund Class K6 Mutual Fund	—	—	—	$3.9M	5.4%
Fidelity Freedom Blend 2020 Fund Class K6 Mutual Fund	—	—	—	$2.5M	3.5%
Participant Notes Receivable Interest ranging from 7.75% to 9.50% -	—	—	—	$1.8M	2.6%
Fidelity Freedom Blend 2050 Fund Class K6 Mutual Fund	—	—	—	$1.8M	2.4%
Fidelity Large Cap Growth Fund Mutual Fund	—	—	—	$1.7M	2.3%
Fidelity 500 Index Fund Mutual Fund	—	—	—	$1.5M	2.1%
New York Life Anchor Account Pooled Separate Account	—	—	—	$1.4M	2.0%
STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125	Pooled Separate Account	—	—	$1.4M	2.0%
Fidelity Freedom Blend 2015 Fund Class K6 Mutual Fund	—	—	—	$1.1M	1.6%
Fidelity Growth Company Fund Mutual Fund	—	—	—	$946K	1.3%
Dodge & Cox Stock Fund Mutual Fund	—	—	—	$905K	1.2%
Fidelity Freedom Blend 2055 Fund Class K6 Mutual Fund	—	—	—	$857K	1.2%
Fidelity Freedom Blend 2010 Fund Class K6 Mutual Fund	—	—	—	$840K	1.2%
Dodge & Cox Income Fund Mutual Fund	—	—	—	$608K	0.8%
Fidelity Government Money Market Fund Interest-Bearing Cash	—	—	—	$519K	0.7%
MFS International Equity Fund Mutual Fund	—	—	—	$419K	0.6%
Self-Directed Brokerage Account Brokerage Account	—	—	—	$360K	0.5%
Fidelity Freedom Blend 2060 Fund Class K6 Mutual Fund	—	—	—	$322K	0.4%
BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007	Common Collective Trust	—	—	$306K	0.4%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund	—	—	—	$296K	0.4%
MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001	Common Collective Trust	—	—	$258K	0.4%
American Funds New World Fund Mutual Fund	—	—	—	$254K	0.4%
Fidelity Freedom Blend Income Fund Class K6 Mutual Fund	—	—	—	$238K	0.3%
Allspring Special Mid Cap Value Fund Mutual Fund	—	—	—	$171K	0.2%
Fidelity US Bond Index Fund Mutual Fund	—	—	—	$132K	0.2%
T. Rowe Price Capital Appreciation Fund Mutual Fund	—	—	—	$108K	0.1%
Fidelity Freedom Blend 2065 Fund Class K6 Mutual Fund	—	—	—	$105K	0.1%
American Century Small Cap Value Fund Mutual Fund	—	—	—	$102K	0.1%
PIMCO Real Return Fund Institutional Class Mutual Fund	—	—	—	$74K	0.1%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$55K	<0.1%
Fidelity Real Estate Investment Portfolio Fund Mutual Fund	—	—	—	$45K	<0.1%
BlackRock High Yield Bond Portfolio Class K Mutual Fund	—	—	—	$4K	<0.1%
Fidelity Freedom Blend 2070 Fund Class K6 Mutual Fund	—	—	—	$2K	<0.1%
GG EMERGING MKTS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672	Common Collective Trust	—	—	$0	<0.1%
CORE PLUS BOND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758	Common Collective Trust	—	—	$0	<0.1%