Andrea Dougan signed Anchor Labs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anchor Labs, Inc.'s EIN is 82-3257853.
Download the official 2024 Form 5500 (PDF) for Anchor Labs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anchor Labs, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $36 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $3.6M | 29.6% | |
| Great Gray BlackRock Lifepath Index 2055 K | Other securities | — | — | $1.9M | 15.8% | |
| Great Gray BlackRock Lifepath Index 2045 K | Other securities | — | — | $1.3M | 10.9% | |
| Great Gray BlackRock Lifepath Index 2060 K | Other securities | — | — | $971K | 7.9% | |
| Great Gray BlackRock Lifepath Index 2050 K | Other securities | — | — | $890K | 7.2% | |
| Great Gray BlackRock Lifepath Index 2040 K | Other securities | — | — | $610K | 5.0% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $459K | 3.7% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $379K | 3.1% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $278K | 2.3% | |
| Great Gray BlackRock Lifepath Index 2065 K | Other securities | — | — | $271K | 2.2% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | Bonds / Notes | — | — | $219K | 1.8% | |
| LARGE CAP VALUE FUND III CL R1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $187K | 1.5% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $175K | 1.4% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $170K | 1.4% | |
| Great Gray BlackRock Lifepath Index 2035 K | Other securities | — | — | $143K | 1.2% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $120K | 1.0% | |
| SMALL CAP VALUE FUND III FEE CLASS GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $86K | 0.7% | |
| T. Rowe Price T. Rowe Price Diversified Mid Cap Growth I | Other securities | — | — | $84K | 0.7% | |
| STABLE VALUE FUND FEE CLASS R1 GREAT GRAY · EIN 85-4031707 / PN 000 | Common Collective Trust | — | — | $80K | 0.7% | |
| Great Gray BlackRock Lifepath Index Retirement K ** 115 Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $61K | 0.5% | |
| Great Gray BlackRock Inflation Protected Bond K | Other securities | — | — | $47K | 0.4% | |
| Lazard Emerging Markets Equity Advantage Institutional share class | Other securities | — | — | $46K | 0.4% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $37K | 0.3% | |
| Great Gray BlackRock Lifepath Index 2030 K | Other securities | — | — | $35K | 0.3% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $34K | 0.3% | |
| PGIM Investments PGIM High-Yield R6 | Other securities | — | — | $30K | 0.2% | |
| Allspring Funds Management LLC Allspring Special Mid Cap Value Fund - Class R6 | Other securities | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
