Corey Martin signed Ancora Holdings Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ancora Holdings Group, LLC's EIN is 87-2417854.
Download the official 2024 Form 5500 (PDF) for Ancora Holdings Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ancora Holdings Group, LLC'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ancora Funds-Ancora/Thelen Small-Mid Cap I (affiliate) Mutual fund | Other securities | — | — | $4.7M | 20.2% | |
| BlackRock Equity Index 1 Mutual fund | Common Collective Trusts | — | — | $3.4M | 14.7% | |
| Ancora Funds-Ancora Dividend Value Equity I (affiliate) Mutual fund | Other securities | — | — | $2.5M | 10.8% | |
| Ancora Funds-Ancora MicroCap I (affiliate) Mutual fund | Other securities | — | — | $1.6M | 6.7% | |
| New York Life Insurance Company Guaranteed annuity contract | Common Stocks | — | — | $1.1M | 4.6% | |
| Core Bond R1 Mutual fund | Other securities | — | — | $809K | 3.5% | |
| Capital Group Mutual fund | Common Stocks | — | — | $713K | 3.1% | |
| flexPATH Index Aggressive 2045 Mutual fund | Other securities | — | — | $706K | 3.0% | |
| flexPATH Index Aggressive 2055 Mutual fund | Other securities | — | — | $684K | 2.9% | |
| MFS Mutual fund | Mutual Funds | — | — | $671K | 2.9% | |
| Fidelity Mutual fund | Mutual Funds | — | — | $663K | 2.8% | |
| J.P. Morgan Mutual fund | Other securities | — | — | $654K | 2.8% | |
| flexPATH Index Moderate 2035 Mutual fund | Other securities | — | — | $613K | 2.6% | |
| Ancora Funds-Ancora Income I (affiliate) Mutual fund | Other securities | — | — | $573K | 2.5% | |
| Cohen & Steers Mutual fund | Other securities | — | — | $567K | 2.4% | |
| flexPATH Index Moderate 2055 Mutual fund | Other securities | — | — | $538K | 2.3% | |
| Invesco Mutual fund | Mutual Funds | — | — | $406K | 1.7% | |
| Fidelity Mutual fund | Mutual Funds | — | — | $383K | 1.6% | |
| Vanguard Mutual fund | Mutual Funds | — | — | $382K | 1.6% | |
| BlackRock EAFE Equity Index 1 Mutual fund | Common Collective Trusts | — | — | $328K | 1.4% | |
| Vanguard Mutual fund | Mutual Funds | — | — | $272K | 1.2% | |
| flexPATH Index Conservative Mutual fund | Other securities | — | — | $238K | 1.0% | |
| Fidelity Mutual fund | Mutual Funds | — | — | $193K | 0.8% | |
| flexPATH Index Moderate 2045 Mutual fund | Other securities | — | — | $162K | 0.7% | |
| flexPATH Index Moderate Retire Mutual fund | Other securities | — | — | $146K | 0.6% | |
| flexPATH Index Aggressive 2035 Mutual fund | Other securities | — | — | $139K | 0.6% | |
| Small Cap Growth R1 Mutual fund | Other securities | — | — | $125K | 0.5% | |
| flexPATH Index Aggressive Retire Mutual fund | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
