Plan Snapshot
- Plan Sponsor: Anchor Loans, LP
- Sponsor EIN: 463223427
- Sponsor Address: 1 BAXTER WAY, THOUSAND OAKS, CA, 91362
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 199 | $7.9M | $270,960 | $1.4M |
| 2023 | 193 | $5.8M | $277,825 | $1.2M |
| 2022 | 196 | $3.7M | $156,135 | $1.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,030 | $29,294 | $30,324 |
| NFP RETIREMENT INC | Investment Advisor | $13,814 | $7,521 | $21,335 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,659
- Estimated Expense Ratio: 0.656% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $14,844 | $13,814 | — | — | — |
| 2023 | $12,982 | $11,829 | — | — | — |
| 2022 | $2,936 | — | $2,936 | — | — |