Shannon Nelson signed Anthology Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anthology Inc.'s EIN is 65-0518155.
Download the official 2024 Form 5500 (PDF) for Anthology Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 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 | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $45K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments 500 Index Fund | Mutual Funds | — | — | $44.4M | 16.4% | |
| Fidelity Investments Contrafund Fund | Mutual Funds | — | — | $44.1M | 16.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $25.4M | 9.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $21.1M | 7.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $21.0M | 7.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $19.9M | 7.4% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $12.3M | 4.5% | |
| Fidelity Investments Extended Market Index Fund | Common Collective Trusts | — | — | $8.4M | 3.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $8.2M | 3.1% | |
| T. Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $8.2M | 3.1% | |
| Massachusetts Financial Services International Growth Fund | Other securities | — | — | $5.7M | 2.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $5.5M | 2.0% | |
| Massachusetts Financial Services Value Fund | Other securities | — | — | $5.3M | 1.9% | |
| Baron Small Cap Fund Institutional Fund | Other securities | — | — | $4.8M | 1.8% | |
| JH Capital Funds Disciplined Value Mid Cap Fund | Other securities | — | — | $4.5M | 1.7% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $4.5M | 1.7% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $4.2M | 1.6% | |
| Fidelity Investments Low-Priced Stock Fund | Mutual Funds | — | — | $4.0M | 1.5% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $4.0M | 1.5% | |
| Fidelity Investments US Bond Index Fund | Common Collective Trusts | — | — | $3.5M | 1.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.4M | 0.9% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.3M | 0.8% | |
| PSA NO. 25 STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $1.8M | 0.7% | |
| Victory Capital InVest Smal Company Opportunity Fund | Common Stocks | — | — | $1.5M | 0.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $871K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $825K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT/AUDITOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ISLER DARE, P.C. | 54-1844836 | — | ATTORNEY/LEGAL | $27K | — |
