AUMdb

Anchor Partners 401(k) Profit Sharing Plan

Sponsored by Anchor Partners, Llc · EIN 301117599 · Plan #001

Total assets
$22.8M
Net assets
$22.8M
Active participants
949
With balances
583

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $43,205
Everhart Financial Group Inc Contract administrator $40,598
Definiti Llc Contract administrator $40,272