# Australia & New Zealand Banking Group Limited (Anz) 401(k) Plan
Source: https://planprovider.pro/companies/australia-new-zealand-banking-group-limited-anz-401k-plan

> Australia & New Zealand Banking Group Limited (Anz)'s 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Australia & New Zealand Banking Group Limited (Anz)

- **Sponsor EIN:** 132623463

- **Sponsor Address:** 277 PARK AVENUE, NEW YORK, NY, 10172

- **Plan Type:** 401(k)

- **Total Participants:** 150

- **Total Assets:** $71.0M

## 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|150|$71.0M|$1.6M|$2.5M|

| 2023|153|$66.4M|$1.6M|$2.4M|

| 2022|140|$53.0M|$1.5M|$2.1M|

## 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|

| CARON & BLETZER, PLLC|Auditor|$13,513|—|$13,513|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,513

- **Estimated Expense Ratio:** 0.019% 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|$163,554|$50,000|—|$13,513|—|

| 2023|$57,864|$33,040|—|$11,500|—|

| 2022|$65,377|$16,039|—|—|$47,728|

## Similar Plans

- [Commonwealth Bank Of Austrailia](https://planprovider.pro/companies/commonwealth-bank-of-australia-401k-plan) — 89 participants

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