How big is Anchor Hocking Holdings, Inc.'s plan?

Anchor Hocking Holdings, Inc.'s plan reported $72.4M in assets and 2,057 participants for 2024.

Original filing (PDF)20251014123436NAL0001384595001

Anchor Hocking Holdings, Inc.

Name: Anchor Hocking Holdings, Inc. — Anchor Hocking, Form 5500 (2024)
Creator: Anchor Hocking Holdings, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Anchor Hocking 401(k) Plan

401(k) retirement plan · Anchor Hocking Holdings, Inc.'s Anchor Hocking 401(k) Plan held $72.4M in plan assets for 2,057 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

39% in single holdingCorrective distributions issuedSelf-directed brokerage offered

Active participants

2,057

Accounts w/ balance

2,024

Plan assets (EOY)

$72.4M

Net assets (EOY)

$72.4M

People on this filing

Jamie Keller signed Anchor Hocking Holdings, Inc.'s 2024 Form 5500 as plan administrator.

Jamie Keller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anchor Hocking Holdings, Inc.'s EIN is 45-3414553.

EIN 45-3414553

Plan number 001

Plan year 2024

ACK ID 20251014123436NAL0001384595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anchor Hocking Holdings, Inc.'s plan includes a self-directed brokerage window, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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How this plan invests

This plan

5 pooled trusts

Schedule D

35 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

ANCHOR HOCKING HOLDINGS, INC.

EIN

all filings

Address

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

Phone

(703) 450-9068

Industry

All Other Professional Services· Professional & Technical Services

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)

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.

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.

Mutual Funds

$37.6M

23 holdings

Other securities

$28.6M

5 holdings

Common Collective Trusts

$2.0M

4 holdings

Bonds / Notes

$1.8M

1 holding

Pooled Separate Accounts

$1.4M

1 holding

Pooled Separate Account

$1.4M

1 holding

Common Collective Trust

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$37.1M Dodge & Cox$1.5M BlackRock / iShares$310K Vanguard$296K American Funds (Capital Group)$254K Wells Fargo / Allspring$171K T. Rowe Price$108K American Century$102K PIMCO

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					% of plan
New York Life Guaranteed Interest Account Guaranteed Interest Account	Other securities	—	—	$28.2M	38.9%
Fidelity Freedom Blend 2035 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$5.8M	8.1%
Fidelity Freedom Blend 2040 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$5.2M	7.2%
Fidelity Freedom Blend 2030 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$4.8M	6.6%
Fidelity Freedom Blend 2025 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$4.6M	6.4%
Fidelity Freedom Blend 2045 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$3.9M	5.4%
Fidelity Freedom Blend 2020 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$2.5M	3.5%
Participant Notes Receivable Interest ranging from 7.75% to 9.50% -	Bonds / Notes	—	—	$1.8M	2.6%
Fidelity Freedom Blend 2050 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$1.8M	2.4%
Fidelity Large Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$1.7M	2.3%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.5M	2.1%
New York Life Anchor Account Pooled Separate Account	Pooled Separate Accounts	—	—	$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	Mutual Funds	—	—	$1.1M	1.6%
Fidelity Growth Company Fund Mutual Fund	Mutual Funds	—	—	$946K	1.3%
Dodge & Cox Stock Fund Mutual Fund	Mutual Funds	—	—	$905K	1.2%
Fidelity Freedom Blend 2055 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$857K	1.2%
Fidelity Freedom Blend 2010 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$840K	1.2%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	—	$608K	0.8%
Fidelity Government Money Market Fund Interest-Bearing Cash	Mutual Funds	—	—	$519K	0.7%
MFS International Equity Fund Mutual Fund	Mutual Funds	—	—	$419K	0.6%
Self-Directed Brokerage Account Brokerage Account	Self-Directed Brokerage	—	—	$360K	0.5%
Fidelity Freedom Blend 2060 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$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	Common Collective Trusts	—	—	$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	Mutual Funds	—	—	$254K	0.4%
Fidelity Freedom Blend Income Fund Class K6 Mutual Fund	Mutual Funds	—	—	$238K	0.3%
Allspring Special Mid Cap Value Fund Mutual Fund	Other securities	—	—	$171K	0.2%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$132K	0.2%
T. Rowe Price Capital Appreciation Fund Mutual Fund	Other securities	—	—	$108K	0.1%
Fidelity Freedom Blend 2065 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$105K	0.1%
American Century Small Cap Value Fund Mutual Fund	Other securities	—	—	$102K	0.1%
PIMCO Real Return Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$74K	0.1%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$55K	<0.1%
Fidelity Real Estate Investment Portfolio Fund Mutual Fund	Mutual Funds	—	—	$45K	<0.1%
BlackRock High Yield Bond Portfolio Class K Mutual Fund	Other securities	—	—	$4K	<0.1%
Fidelity Freedom Blend 2070 Fund Class K6 Mutual Fund	Mutual Funds	—	—	$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%

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