Kevin Hamilton signed Anthology Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anthology Inc.'s EIN is 52-2081178.
Download the official 2022 Form 5500 (PDF) for Anthology Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Anthology Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $170K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $19.4M | $22.1M | 15.3% | |
| FID CONTRAFUND K6 | Mutual Funds | — | $18.0M | $21.8M | 15.0% | |
| VANG TARGET RET 2035 | Other securities | — | $13.9M | $13.3M | 9.2% | |
| VANG TARGET RET 2040 | Other securities | — | $11.7M | $11.2M | 7.7% | |
| VANG TARGET RET 2045 | Other securities | — | $9.5M | $9.1M | 6.3% | |
| VANG TARGET RET 2050 | Other securities | — | $9.4M | $9.0M | 6.2% | |
| VANG TARGET RET 2030 | Other securities | — | $7.4M | $7.1M | 4.9% | |
| TRP MID CAP GROWTH I | Other securities | — | $6.2M | $5.6M | 3.9% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | $4.9M | $4.9M | 3.4% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $5.5M | $4.9M | 3.4% | |
| MFS VALUE R6 | Mutual Funds | — | $3.9M | $4.2M | 2.9% | |
| VANG TARGET RET 2055 | Other securities | — | $3.9M | $3.7M | 2.6% | |
| VANG TARGET RET 2025 | Other securities | — | $3.9M | $3.7M | 2.6% | |
| FID US BOND IDX | Common Collective Trusts | — | $4.1M | $3.6M | 2.5% | |
| FID LOW-PRICED ST K6 | Mutual Funds | — | $2.9M | $3.4M | 2.4% | |
| JH DSCPL VAL MDCP R6 | Other securities | — | $2.7M | $3.0M | 2.1% | |
| FID INTL INDEX | Mutual Funds | — | $3.0M | $2.9M | 2.0% | |
| BARON SMALL CAP INST | Other securities | — | $3.2M | $2.7M | 1.8% | |
| METWEST TOT RTN BD P | Other securities | — | $2.8M | $2.3M | 1.6% | |
| VANG VMMR-FED MMKT | Other securities | — | $1.4M | $1.4M | 1.0% | |
| PSA NO. 25 STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $1.3M | 0.9% | |
| NYL ANCHOR ACCOUNT | Other securities | — | — | $1.3M | 0.9% | |
| NEW YORK LIFE INS CO | Common Stocks | — | $0 | $1.3M | 0.9% | |
| VANG TARGET RET 2020 | Other securities | — | $1.1M | $1.0M | 0.7% | |
| VICTORY S SMCO OP R6 | Other securities | — | $935K | $984K | 0.7% | |
| VANG TARGET RET INC | Common Stocks | — | $626K | $594K | 0.4% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $537K | 0.4% | |
| VANG TARGET RET 2060 | Other securities | — | $503K | $487K | 0.3% | |
| VANG TARGET RET 2065 | Other securities | — | $8K | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
