How big is Anthropic PBC's plan?

Anthropic PBC's plan reported $34.3M in assets and 870 participants for 2024.

Original filing (PDF)20251015160857NAL0005378897013

Anthropic PBC

Name: Anthropic PBC — Anthropic PBC 401(k) Plan, Form 5500 (2024)
Creator: Anthropic PBC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Anthropic PBC 401(k) Plan

401(k) retirement plan · Anthropic PBC's Anthropic PBC 401(k) Plan held $34.3M in plan assets for 870 participants in 2024, with Guideline as recordkeeper.

Signals · 3

Late participant contributions47% in single holdingCorrective distributions issued

Active participants

870

Accounts w/ balance

803

Plan assets (EOY)

$34.3M

Net assets (EOY)

$34.3M

People on this filing

QIAN LIU signed Anthropic PBC's 2024 Form 5500 as plan administrator.

QIAN LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anthropic PBC's EIN is 86-1696045.

EIN 86-1696045

Plan number 001

Plan year 2024

ACK ID 20251015160857NAL0005378897013

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anthropic PBC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anthropic PBC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANTHROPIC PBC.

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 358K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

ANTHROPIC PBC

EIN

all filings

Address

548 MARKET ST · PMB 90375 · SAN FRANCISCO, CA · 941045401

Phone

(415) 326-6303

Industry

Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT TRUST COMPANY	43-1971558	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$12K	—

Investments

37 direct securities· $33.3M(97% of reported assets)

Mutual Funds

$33.2M

34 holdings

Common Collective Trusts

$52K

3 holdings

					% of plan
Vanguard Group Total Stock Index Admiral Class Mutual Fund	Mutual Funds	—	—	$15.7M	45.9%
Vanguard Funds Developed Markets Index Admiral Mutual Fund	Mutual Funds	—	—	$5.6M	16.5%
Vanguard Group Bond Index Admiral Class Mutual Fund	Mutual Funds	—	—	$3.3M	9.5%
Vanguard Emerging Markets Stock Admiral Class Mutual Fund	Mutual Funds	—	—	$2.9M	8.5%
Vanguard Real Estate Index Admiral Mutual Fund	Mutual Funds	—	—	$1.3M	3.9%
Vanguard Funds Total International Bond Index Mutual Fund	Mutual Funds	—	—	$1.0M	3.0%
Vanguard Group Index 500 Admiral Mutual Fund	Mutual Funds	—	—	$970K	2.8%
Vanguard Group Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$619K	1.8%
Vanguard Information Technology Index Admiral Mutual Fund	Mutual Funds	—	—	$572K	1.7%
Vanguard Group Mid Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$258K	0.8%
Vanguard Group Total International Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$239K	0.7%
Money market fund Vanguard Group Reserve Fed Money Market Fund Money Market Fund	Mutual Funds	—	—	$159K	0.5%
Vanguard Group Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$108K	0.3%
Vanguard Group Small Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$98K	0.3%
Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund	Mutual Funds	—	—	$50K	0.1%
Vanguard Group Value Index Adm Mutual Fund	Mutual Funds	—	—	$46K	0.1%
Vanguard Group Large Cap Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$43K	0.1%
Vanguard Group FTSE Social Index Admiral Mutual Fund	Mutual Funds	—	—	$36K	0.1%
Vanguard Short-Term Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$20K	<0.1%
Vanguard Financials Index Admiral Mutual Fund	Mutual Funds	—	—	$17K	<0.1%
Vanguard Group Small Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$17K	<0.1%
Vanguard Group Extended Market Index Mutual Fund	Mutual Funds	—	—	$16K	<0.1%
Vanguard Telecom Services Index Admiral Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
Vanguard Specialized Dividend Appreciation Index Admiral Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
Vanguard Group INTM Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Vanguard Group High Divid Yield Index Admiral Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Vanguard International Equity Index Mutual Fund	Common Collective Trusts	—	—	$7K	<0.1%
Vanguard Health Care Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard European Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Vanguard Industrials Index Admiral Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Materials Index Admiral Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Utilities Index Admiral Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Group Small Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Group FTSE All Word Ex US Index Admiral Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Group Mid-Cap Value Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$2K	<0.1%
Vanguard FTSE All Worlds Exus SM Admiral Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Energy Index Admiral Mutual Fund	Mutual Funds	—	—	$2K	<0.1%