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Original filing (PDF)20251013155812NAL0002352000001
ANOVORX GROUP, LLC
Form 5500
FILING_RECEIVED
ANOVORX 401(K) PLAN
401(k) retirement plan
Active participants
354
Accounts w/ balance
244
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 48 bps in Schedule C fees — 65% above peer band of 29 bps.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANOVORX GROUP, LLC.
Plan sponsor
Name
ANOVORX GROUP, LLC
EIN
45-5299748
Address
1710 N SHELBY OAKS DRIVE - SUITE 2 · MEMPHIS, TN · 38134
Phone
(901) 201-5470
Industry
Retail Tradesee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
THE MARSTON GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RED DOOR WEALTH MANAGEMENT | — | MEMPHIS, TN | ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURLEIGH CONSULTING GROUP, INC. | — | MEMPHIS, TN | TPA | $0 | — |
Investments
21 direct securities· $10.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Target Retirement 2045 Fund | — | — | — | $2.1M | 20.5% | |
| Vanguard 500 Index Admiral Large Cap Funds | — | — | — | $1.6M | 15.2% | |
| JP Morgan Large Cap Growth Large Cap Funds | — | — | — | $864K | 8.3% | |
| American Funds 2035 Target Date Target Retirement 2035 Fund | — | — | — | $784K | 7.5% | |
| American Funds 2025 Target Date Target Retirement 2025 Fund | — | — | — | $674K | 6.5% | |
| American Funds 2055 Target Date Target Retirement 2055 Fund | — | — | — | $628K | 6.0% | |
| Vanguard Value Index ADM Large Cap Funds | — | — | — | $548K | 5.3% | |
| Vanguard Mid-cap Growth Index Admiral Mid Cap Funds | — | — | — | $513K | 4.9% | |
| Vanguard Mid-cap Value Index Admiral Mid Cap Funds | — | — | — | $478K | 4.6% | |
| American Funds New Perspective R3 International Fund | — | — | — | $352K | 3.4% | |
| Blackrock Health Sciences Specialty | — | — | — | $349K | 3.4% | |
| Vanguard Small Cap Value Index Admiral Small Cap Funds | — | — | — | $266K | 2.6% | |
| Blackrock High Yield Bond Portfolio K Bond Funds | — | — | — | $220K | 2.1% | |
| WCM Focused International Growth Institutional International Fund | — | — | — | $189K | 1.8% | |
| Vanguard Developed Markets Index Admiral International Fund | — | — | — | $149K | 1.4% | |
| PGIM Total Return Bond R6 Bond Funds | — | — | — | $147K | 1.4% | |
| American Funds New World International Fund | — | — | — | $116K | 1.1% | |
| American Funds 2015 Target Date Target Retirement 2015 Fund | — | — | — | $99K | 1.0% | |
| Blackrock Mid-cap Growth Equity K Mid Cap Funds | — | — | — | $84K | 0.8% | |
| Key Guaranteed Portfolio Fund Fixed | — | — | — | $72K | 0.7% | |
| iShares Short-Term Tips Bond Index Bond Funds | — | — | — | $64K | 0.6% |
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