Plan Snapshot
- Plan Sponsor: Anywhere Real Estate Group LLC
- Sponsor EIN: 204381990
- Sponsor Address: 1 CAMPUS DRIVE, PARSIPPANY, NJ, 070540642
- Plan Type: DB
- Total Participants: 66
- Total Assets: $79.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 66 | $79.7M | $0 | $0 |
| 2023 | 75 | $85.7M | $0 | $0 |
| 2022 | 84 | $89.9M | $2.0M | $0 |
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 INSURANCE COMPANY | NONE | $264,081 | — | $264,081 |
| CAPFINANCIAL PARTNERS LLC | NONE | $92,025 | — | $92,025 |
| SUN LIFE INVESTMENT CAPITAL MGMT | NONE | $45,562 | — | $45,562 |
| BCG PENSION RISK CONSULTANTS INC | NONE | $35,000 | — | $35,000 |
| KRONICK KALADA BERDY & CO., P.C. | NONE | $12,900 | — | $12,900 |
| BANK OF AMERICA N.A. | NONE | $11,966 | — | $11,966 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $461,534
- Estimated Expense Ratio: 0.579% 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 | $1,107,294 | $843,213 | $264,081 | — | — |
| 2023 | $1,314,051 | — | — | — | — |
| 2022 | $1,134,867 | — | $88,215 | — | — |