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Original filing (PDF)20250926120107NAL0004000531001
ANCHOR QEA, INC.
Form 5500
FILING_RECEIVED
ANCHOR QEA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
525
Accounts w/ balance
622
Plan assets (EOY)
$110.0M
Net assets (EOY)
$110.0M
How this plan invests
This plan
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANCHOR QEA, INC..
Plan sponsor
Name
ANCHOR QEA, INC.
EIN
91-1851322
Address
1201 - 3RD AVENUE · SUITE 2600 · SEATTLE, WA · 98101
Phone
(206) 287-9130
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER P.S. | 91-1194016 | — | AUDITOR | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEX-PLAN RETIREMENT SERVICES | 80-0102330 | ISSAQUAH, WA | SERVICE PROVIDER | $19K | — |
| BENSLER LLC | 71-1004774 | — | SERVICE PROVIDER | $0 | — |
Investments
41 direct securities· $107.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $19.5M | 17.8% | |
| Voya T. Rowe Price Growth Equity Portfolio Mutual Fund | — | — | — | $9.5M | 8.7% | |
| T. Rowe Price Retirement 2045 Fund Mutual Fund | — | — | — | $8.8M | 8.0% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $6.2M | 5.6% | |
| T. Rowe Price Retirement 2035 Fund Mutual Fund | — | — | — | $5.8M | 5.3% | |
| T. Rowe Price Value Fund Mutual Fund | — | — | — | $5.0M | 4.6% | |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $5.0M | 4.5% | |
| American Funds New World Prospective Mutual Fund | — | — | — | $4.9M | 4.4% | |
| MFS Core Equity Fund Mutual Fund | — | — | — | $3.5M | 3.2% | |
| T. Rowe Price Retirement 2025 Fund Mutual Fund | — | — | — | $3.3M | 3.0% | |
| Voya Government Money Market Fund Mutual Fund ** 898 * Voya Intermediate Bond Fund Mutual Fund | — | — | — | $3.1M | 2.8% | |
| T. Rowe Price Retirement 2055 Fund Mutual Fund | — | — | — | $2.8M | 2.6% | |
| T. Rowe Price Retirement 2040 Fund Mutual Fund | — | — | — | $2.8M | 2.6% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $2.6M | 2.4% | |
| Baron Asset Fund Mutual Fund | — | — | — | $2.4M | 2.2% | |
| Voya Fixed Account Fixed Annuity Contract | — | — | — | $2.4M | 2.2% | |
| Voya Baron Growth Portfolio Mutual Fund | — | — | — | $2.3M | 2.1% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual Fund | — | — | — | $2.2M | 2.0% | |
| T. Rowe Price Retirement 2050 Fund Mutual Fund | — | — | — | $2.1M | 1.9% | |
| Invesco Equity and Income Fund Mutual Fund | — | — | — | $1.8M | 1.6% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $1.2M | 1.1% | |
| T. Rowe Price Retirement 2060 Fund Mutual Fund | — | — | — | $1.2M | 1.1% | |
| Impax Sustainable Allocation Fund Mutual Fund | — | — | — | $1.1M | 1.0% | |
| JP Morgan Large-Cap Growth Fund Mutual Fund | — | — | — | $983K | 0.9% | |
| T. Rowe Price Retirement 2020 Fund Mutual Fund | — | — | — | $982K | 0.9% | |
| Vanguard Total International Stock Fund Mutual Fund | — | — | — | $976K | 0.9% | |
| Calvert U.S. Large-Cap Core Responsible Index Mutual Fund | — | — | — | $958K | 0.9% | |
| Voya Global Bond Fund Mutual Fund | — | — | — | $867K | 0.8% | |
| Nuveen Core Impact Bond Fund Mutual Fund | — | — | — | $482K | 0.4% | |
| Maturity Value American Funds American Balanced Mutual Fund | — | — | — | $453K | 0.4% | |
| Participant loans Rates from 3.25% to 9.50% -0- | — | — | — | $412K | 0.4% | |
| T. Rowe Price Retirement 2015 Fund Mutual Fund | — | — | — | $344K | 0.3% | |
| Voya GNMA Income Fund Mutual Fund | — | — | — | $268K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund Mutual Fund | — | — | — | $241K | 0.2% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund | — | — | — | $233K | 0.2% | |
| Ariel Fund Institutional Mutual Fund | — | — | — | $225K | 0.2% | |
| Impax Small-Cap Fund Mutual Fund | — | — | — | $123K | 0.1% | |
| Boston Trust Walden Small-Cap Fund Mutual Fund | — | — | — | $97K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund Mutual Fund | — | — | — | $45K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund Mutual Fund | — | — | — | $42K | <0.1% | |
| Various Self-Directed Brokerage Accounts | — | — | — | $18K | <0.1% |