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

> Anywhere Real Estate Group LLC's DB plan: 66 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:** 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:

- [KRONICK KALADA BERDY & CO., P.C.](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc) — NONE

## 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|—|—|

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