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Original filing (PDF)20251015123019NAL0002292067001
ANCHOR LABS, INC.
Form 5500
FILING_RECEIVED
ANCHORAGE DIGITAL 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
283
Accounts w/ balance
211
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
7 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)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Investments Fidelity 500 Index" is 29% of plan.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANCHOR LABS, INC..
Plan sponsor
Name
ANCHOR LABS, INC.
EIN
82-3257853
Address
470 PARK AVENUE SOUTH, FLOOR 9 · NEW YORK, NY · 11016
Phone
(503) 850-8433
Industry
Finance & Insurancesee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUSSON + JOHNSTON CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $36 | — |
Investments
20 direct securities · 7 pooled funds· $12.3M(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
$11.3M
20 holdings
Common Collective Trust
$1.0M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $3.6M | 29.6% | |
| Great Gray BlackRock Lifepath Index 2055 K | — | — | — | $1.9M | 15.8% | |
| Great Gray BlackRock Lifepath Index 2045 K | — | — | — | $1.3M | 10.9% | |
| Great Gray BlackRock Lifepath Index 2060 K | — | — | — | $971K | 7.9% | |
| Great Gray BlackRock Lifepath Index 2050 K | — | — | — | $890K | 7.2% | |
| Great Gray BlackRock Lifepath Index 2040 K | — | — | — | $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 | — | — | — | $379K | 3.1% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $278K | 2.3% | |
| Great Gray BlackRock Lifepath Index 2065 K | — | — | — | $271K | 2.2% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $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 | — | — | — | $175K | 1.4% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $170K | 1.4% | |
| Great Gray BlackRock Lifepath Index 2035 K | — | — | — | $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 | — | — | — | $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 | — | — | — | $61K | 0.5% | |
| Great Gray BlackRock Inflation Protected Bond K | — | — | — | $47K | 0.4% | |
| Lazard Emerging Markets Equity Advantage Institutional share class | — | — | — | $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 | — | — | — | $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 | — | — | — | $30K | 0.2% | |
| Allspring Funds Management LLC Allspring Special Mid Cap Value Fund - Class R6 | — | — | — | $15K | 0.1% |
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