# Anywhere Real Estate Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/anywhere-real-estate-group-llc-401k-plan

> Anywhere Real Estate Group LLC's 401(k) plan: 7,548 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc) — 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|—|—|—|—|

## Similar Plans

- [Planned Companies Holding, INC](https://planprovider.pro/companies/planned-companies-holding-inc-401k-plan) — 3,756 participants

- [Square Management Associates](https://planprovider.pro/companies/square-management-associates-401k-plan) — 683 participants

- [Vornado Realty Trust](https://planprovider.pro/companies/vornado-realty-trust-401k-plan) — 582 participants

- [Madison Commercial Real Estate Services, LLC](https://planprovider.pro/companies/madison-commercial-real-estate-services-llc-401k-plan) — 570 participants

- [Umh Properties, INC.](https://planprovider.pro/companies/umh-properties-inc-401k-plan) — 496 participants

- [Edison Properties, LLC](https://planprovider.pro/companies/edison-properties-llc-401k-plan) — 310 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/anywhere-real-estate-group-llc-401k-plan)

© 2026 PlanProvider.Pro