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Original filing (PDF)20250804075127NAL0000834289001
ANCHOR INGREDIENTS CO., LLC
Form 5500
FILING_RECEIVED
ANCHOR INGREDIENTS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
154
Accounts w/ balance
183
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.5M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANCHOR INGREDIENTS CO., LLC.
Plan sponsor
Name
ANCHOR INGREDIENTS CO., LLC
EIN
47-3303740
Address
4876 ROCKING HORSE CIRCLE S · FARGO, ND · 58104
Phone
(701) 499-1480
Industry
Wholesale 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
2025-08-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $34K | — |
Investments
22 direct securities · 1 pooled fund· $6.5M(98% 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
$6.2M
22 holdings
Common Collective Trust
$247K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.6M | 23.8% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.4M | 21.2% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $1.0M | 15.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $571K | 8.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $282K | 4.3% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $247K | 3.8% | |
| AFS American Funds American Funds Europacific Growth Fund | — | — | — | $201K | 3.1% | |
| Vanguard Index Trust Mid-Cap Index Admiral Fund | — | — | — | $193K | 2.9% | |
| Vanguard Equity Income Admiral Fund | — | — | — | $147K | 2.2% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $134K | 2.0% | |
| American Funds American Funds Growth Fund of America Fund | — | — | — | $126K | 1.9% | |
| Dodge & Cox Dodge & Cox Global Stock Fund | — | — | — | $108K | 1.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $107K | 1.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $69K | 1.0% | |
| Vanguard Total Bond Index Admiral Fund | — | — | — | $68K | 1.0% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Mutual Funds American Funds American Funds American Balanced Fund | — | — | — | $63K | 1.0% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $43K | 0.7% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $40K | 0.6% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $39K | 0.6% | |
| Vanguard Target Retirement Income Fund | — | — | — | $26K | 0.4% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $24K | 0.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $9K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $3K | <0.1% |
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