David Hawthorne signed Anchor Point Management Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Anchor Point Management Group, LLC's EIN is 92-2810794.
Download the official 2024 Form 5500 (PDF) for Anchor Point Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Anchor Point Management 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $111K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HA&W WEALTH MANAGEMENT LLC | 58-2484343 | — | INVESTMENT ADVISOR | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Target 2030 Index Mutual Fund | Mutual Funds | — | — | $3.6M | 16.0% | |
| Vanguard Info Tech Idx Admiral Mutual Fund ** 658 * Schwab Target 2035 Index Mutual Fund | Common Collective Trusts | — | — | $3.4M | 15.2% | |
| Fid 500 Ind Mutual Fund | Mutual Funds | — | — | $2.3M | 10.4% | |
| Schwab Target 2040 Index Mutual Fund | Mutual Funds | — | — | $2.2M | 10.0% | |
| Schwab Target 2050 Index Mutual Fund | Mutual Funds | — | — | $2.1M | 9.2% | |
| Schwab Target 2055 Index Mutual Fund | Mutual Funds | — | — | $1.9M | 8.6% | |
| Schwab Target 2045 Index Mutual Fund | Mutual Funds | — | — | $1.9M | 8.6% | |
| Schwab Target 2025 Index Mutual Fund | Mutual Funds | — | — | $1.2M | 5.2% | |
| Great West Guaranteed Fund Q35 Guaranteed Investment Contract | Stable Value | — | — | $1.0M | 4.7% | |
| Schwab Target 2060 Index Mutual Fund | Mutual Funds | — | — | $909K | 4.1% | |
| Schwab Target 2065 Index Mutual Fund | Mutual Funds | — | — | $553K | 2.5% | |
| Jpmorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $542K | 2.4% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | Other securities | — | — | $305K | 1.4% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $249K | 1.1% | |
| Schwab Target 2020 Index Mutual Fund | Mutual Funds | — | — | $119K | 0.5% | |
| Vanguard Dev Mkt Index Admiral Mutual Fund | Mutual Funds | — | — | $72K | 0.3% | |
| Vanguard Federal Mm Inv Mutual Fund | Mutual Funds | — | — | $64K | 0.3% | |
| Schwab Target 2010 Index Mutual Fund | Mutual Funds | — | — | $33K | 0.1% | |
| Fidelity Advisor Total Bond Z Mutual Fund | Mutual Funds | — | — | $23K | 0.1% | |
| Late/Missed Year Contributions 2021 | Other securities | — | — | $23K | 0.1% | |
| Blackrock Mid-Cap Value K Mutual Fund | Other securities | — | — | $23K | 0.1% | |
| Dfa Us Targeted Val Port Inst Mutual Fund | Mutual Funds | — | — | $21K | <0.1% | |
| Mfs International Growth R6 Mutual Fund ** 47 * Vanguard Small Cap Index Admrl Mutual Fund | Mutual Funds | — | — | $19K | <0.1% | |
| Amf American High Income - R6 Mutual Fund | Other securities | — | — | $16K | <0.1% | |
| Janus Henderson Enterprise N Mutual Fund | Mutual Funds | — | — | $14K | <0.1% | |
| Vanguard Mid Cap Index - Adm Mutual Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Emg Mkts Stk Idx Adm Mutual Fund ** 424 * Amc Small Cap Growth - R6 Mutual Fund | Common Collective Trusts | — | — | $11K | <0.1% | |
| Put Dynamic Asset Alloc Gr R6 Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Schwab Target 2015 Index Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| International Gr Ii R1 Collective Investment Trust | Common Collective Trusts | — | — | $5K | <0.1% | |
| Htfd Balanced Income R6 Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Amerfunds Amer Balanced - R6 Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $23K | — |
