Plan Snapshot
- Plan Sponsor: Anthology INC.
- Sponsor EIN: 650518155
- Sponsor Address: 5201 CONGRESS AVE, BOCA RATON, FL, 33487
- Plan Type: 401(k)
- Total Participants: 1,097
- Total Assets: $270.1M
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 | 1,097 | $270.1M | $3.0M | $11.8M |
| 2023 | 1,152 | $244.5M | $3.0M | $13.0M |
| 2022 | 0 | $0 | $1.8M | $6.4M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $43,250 | — | $43,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,250
- Estimated Expense Ratio: 0.016% 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 | $240,278 | — | $1,200 | $43,250 | — |
| 2023 | $186,681 | $45,000 | $900 | $16,170 | — |
| 2022 | -$20,916 | — | — | — | — |