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Original filing (PDF)20250806160745NAL0002778225001
ANTHONY TIMBERLANDS, INC.
Form 5500
FILING_RECEIVED
ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
583
Accounts w/ balance
394
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
80
Participation health
80
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANTHONY TIMBERLANDS, INC..
Plan sponsor
Name
ANTHONY TIMBERLANDS, INC.
EIN
71-0451263
Address
111 S. PLUM STREET · P.O. BOX 137 · BEARDEN, AR · 71720
Phone
(870) 687-3611
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FROST, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHENS GROUP ASSET | — | LITTLE ROCK, AR | INVESTMENT ADVISOR | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | TPA | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RCORDKEEPER | $17K | — |
Investments
22 direct securities · 5 pooled funds· $19.1M(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.
Uncategorized
$11.2M
22 holdings
Common Collective Trust
$7.9M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA RUSSELL LC GROWTH INDEX NL CLA STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $3.5M | 18.1% | |
| America Fixed Income Option with interest guaranteed at 1.45% | — | — | — | $3.3M | 17.2% | |
| SSGA S&P 500 INDEX NL SER N STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $2.1M | 10.8% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.1M | 5.7% | |
| Fidelity Investments Fidelity Freedom Index 2025 Investor | — | — | — | $1.0M | 5.4% | |
| Fidelity Investments Fidelity Freedom Index 2030 Investor | — | — | — | $1.0M | 5.3% | |
| Ishares US Aggregate Bond Index | — | — | — | $885K | 4.6% | |
| SSGA RUSSELL LC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 226 | Common Collective Trust | — | — | $708K | 3.7% | |
| dates from January 2025 through November 2029 | — | — | — | $630K | 3.3% | |
| Fidelity Investments Fidelity Freedom Index 2040 Investor | — | — | — | $623K | 3.3% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $560K | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2045 Investor | — | — | — | $558K | 2.9% | |
| (b) Identity of issue, borrower, lessor, or similar party (c) rate of interest, collateral, par, or maturity value (e) value Investments (cont.) Mutual funds (cont.) Fidelity Investments Fidelity Small Cap Growth Index | — | — | — | $552K | 2.9% | |
| Ishares MSCI EAFE International Index | — | — | — | $508K | 2.7% | |
| Fidelity Investments Fidelity Freedom Index 2035 Investor | — | — | — | $441K | 2.3% | |
| Fidelity Investments Fidelity Small Cap Value Index | — | — | — | $308K | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2050 Investor | — | — | — | $274K | 1.4% | |
| Fidelity Investments Fidelity Freedom Index 2055 Investor | — | — | — | $166K | 0.9% | |
| Fidelity Investments Fidelity Freedom Index Income Investor | — | — | — | $165K | 0.9% | |
| Fidelity Investments Fidelity Mid Cap Value Index | — | — | — | $164K | 0.9% | |
| Fidelity Investments Fidelity Intermediate Treasury Bond Index | — | — | — | $133K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2020 Investor | — | — | — | $123K | 0.6% | |
| Fidelity Investments Fidelity Mid Cap Growth Index | — | — | — | $122K | 0.6% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index | — | — | — | $105K | 0.5% | |
| Fidelity Investments Fidelity Freedom Index 2060 Investor | — | — | — | $75K | 0.4% | |
| Investments Mutual funds Fidelity Investments Fidelity Emerging Markets Index | — | — | — | $45K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2065 Investor | — | — | — | $27K | 0.1% |