# Anchor Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/anchor-partners-llc-401k-plan

> Anchor Partners, LLC's 401(k) plan: 949 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Anchor Partners, LLC

- **Sponsor EIN:** 301117599

- **Sponsor Address:** 2106 E STATE HIGHWAY 114, SUITE 303, SOUTHLAKE, TX, 76092

- **Plan Type:** 401(k)

- **Total Participants:** 949

- **Total Assets:** $22.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|949|$22.8M|$762,372|$1.4M|

| 2023|887|$16.5M|$229,729|$969,219|

| 2022|827|$14.8M|$181,496|$981,383|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$43,205|—|$43,205|

| EVERHART FINANCIAL GROUP INC|INVESTMENT ADVISOR|$40,598|—|$40,598|

| DEFINITI LLC|CONTRACT ADMIN|$40,272|—|$40,272|

| PSK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EVERHART FINANCIAL GROUP INC](https://planprovider.pro/provider/everhart-advisors) — INVESTMENT ADVISOR

- [PSK LLP](https://planprovider.pro/provider/psk-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $124,075

- **Estimated Expense Ratio:** 0.545% 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|$110,383|$40,598|$40,272|—|—|

| 2023|$82,870|$27,428|$21,302|—|—|

| 2022|$98,501|—|$98,501|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/anchor-partners-llc-401k-plan)

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