How big is Anderson Holdings' plan?

Anderson Holdings' plan reported $93.2M in assets and 74 participants for 2024.

Original filing (PDF)20251015195214NAL0005512945001

Anderson Holdings

Name: Anderson Holdings — Anderson Holdings 401(k) Savings, Form 5500 (2024)
Creator: Anderson Holdings
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Anderson Holdings 401(k) Savings Plan

401(k) retirement plan · Anderson Holdings' Anderson Holdings 401(k) Savings Plan held $93.2M in plan assets for 74 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributions36% in single holding

Active participants

Accounts w/ balance

756

Plan assets (EOY)

$93.2M

Net assets (EOY)

$93.2M

People on this filing

Madison Woeste signed Anderson Holdings' 2024 Form 5500 as plan administrator.

Madison Woeste — 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

Anderson Holdings' EIN is 95-2407261.

EIN 95-2407261

Plan number 001

Plan year 2024

ACK ID 20251015195214NAL0005512945001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson Holdings' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

3 pooled trusts

Schedule D

30 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) — 266K (9% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

ANDERSON HOLDINGS

DBA

ANDERSON HOLDINGS

EIN

all filings

Address

1800 AVENUE OF THE STARS, STE 200 · LOS ANGELES, CA · 90067

Phone

(310) 203-9199

Industry

Real Estate

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)

2E · Profit-sharing

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$92K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$36K	—

Investments

30 direct securities · 3 pooled funds· $93.1M(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.

Mutual Funds

$40.0M

21 holdings

Common Collective Trusts

$36.3M

5 holdings

Stable Value

$7.7M

1 holding

Common Collective Trust

$6.4M

3 holdings

Other securities

$2.8M

3 holdings

					% of plan
Fidelity Management and Research Fidelity 500 Index Fund	Common Collective Trusts	—	—	$33.2M	35.6%
The Lincoln National Life Insurance Co. Lincoln Stable Value Account	Stable Value	—	—	$7.7M	8.3%
Fidelity Management and Research Fidelity Freedom K 2025 Fund	Mutual Funds	—	—	$5.9M	6.3%
Fidelity Management and Research Fidelity Freedom K 2030 Fund	Mutual Funds	—	—	$5.6M	6.0%
PIMCO Total Return Institutional Fund	Mutual Funds	—	—	$5.5M	5.9%
Fidelity Management and Research Fidelity Freedom K 2035 Fund	Mutual Funds	—	—	$3.8M	4.1%
Fidelity Management and Research Fidelity Freedom K 2040 Fund	Mutual Funds	—	—	$3.4M	3.6%
J H ENTERPRISE MS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001	Common Collective Trust	—	—	$3.0M	3.3%
PIONEER LG CAP GR TR GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290	Common Collective Trust	—	—	$2.8M	3.0%
Fidelity Management and Research Fidelity Freedom K 2045 Fund	Mutual Funds	—	—	$2.6M	2.8%
Fidelity Management and Research Fidelity Freedom K 2050 Fund	Mutual Funds	—	—	$2.6M	2.7%
American Century Investments Invesco Diversified Dividend Fund R5 Class	Mutual Funds	—	—	$2.5M	2.7%
Fidelity Management and Research Fidelity Diversified International K Fund	Mutual Funds	—	—	$2.1M	2.3%
Fidelity Management and Research Fidelity Freedom K 2020 Fund	Mutual Funds	—	—	$1.5M	1.6%
Fidelity Management and Research Fidelity Freedom K 2055 Fund	Mutual Funds	—	—	$1.5M	1.6%
John Hancock John Hancock Funds Disciplined Value Mid Cap	Other securities	—	—	$1.5M	1.6%
Fidelity Management and Research Fidelity International Index Fund	Common Collective Trusts	—	—	$1.3M	1.4%
Fidelity Management and Research Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$875K	0.9%
American Beacon ABF Small Cap Value Institutional Fund	Other securities	—	—	$848K	0.9%
Fidelity Management and Research Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$759K	0.8%
Fidelity Management and Research Fidelity Freedom K Income Fund	Mutual Funds	—	—	$672K	0.7%
Fidelity Management and Research Fidelity Freedom K 2060 Fund	Mutual Funds	—	—	$575K	0.6%
Invesco Developing Markets Fund Class Y	Mutual Funds	—	—	$514K	0.6%
balances, maturing on various dates through August 2031	Other securities	—	—	$510K	0.5%
J H TRITON III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312989 / PN 001	Common Collective Trust	—	—	$503K	0.5%
Fidelity Management and Research Fidelity Freedom K 2015 Fund	Mutual Funds	—	—	$431K	0.5%
Fidelity Management and Research Fidelity Freedom K 2010 Fund	Mutual Funds	—	—	$299K	0.3%
Fidelity Management and Research American Funds EuroPacific Growth Fund	Mutual Funds	—	—	$289K	0.3%
Fidelity Management and Research Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$98K	0.1%
Fidelity Management and Research Fidelity Freedom K 2065 Fund	Mutual Funds	—	—	$91K	<0.1%
Fidelity Management and Research Fidelity Money Market Government Portfolio	Mutual Funds	—	—	$90K	<0.1%
Fidelity Management and Research Money Market Fund	Mutual Funds	—	—	$53K	<0.1%
Fidelity Management and Research Cohen & Steers Realty Shares Fund Class L	Mutual Funds	—	—	$52K	<0.1%