Plan Snapshot
- Plan Sponsor: Anywhere Real Estate Group LLC
- Sponsor EIN: 204381990
- Sponsor Address: 175 PARK AVENUE, MADISON, NJ, 07940
- Plan Type: 401(k)
- Total Participants: 7,548
- Total Assets: $1.0B
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 | 7,548 | $1.0B | $20.8M | $54.2M |
| 2023 | 7,532 | $953.0M | $20.8M | $54.3M |
| 2022 | 8,508 | $847.1M | $22.0M | $57.2M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $429,395 | — | $429,395 |
| CAPTRUST FINANCIAL PARTNERS, LLC | CONSULTANT | $112,475 | — | $112,475 |
| KRONICK KALADA BERDY & CO., P.C. | ACCOUNTANT | $12,900 | — | $12,900 |
| KRONICK KALADA BERDY & CO | Auditor | $12,900 | — | $12,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRONICK KALADA BERDY & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $567,670
- Estimated Expense Ratio: 0.054% 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 | $2,134,626 | $112,475 | — | $12,900 | — |
| 2023 | $1,336,617 | $7,342 | — | $49,189 | — |
| 2022 | $606,751 | — | — | — | — |