401k Record

Employers › Anchor Loans

Anchor Loans 401(k)

Recordkeeping fees per participant · Anchor Loans, LP 401(k) Plan · plan year 2024

$4.60

Higher than 3% of the 7,477 plans $1 to 10M that report it.

Source

= $1,030 / 224
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010175803NAL0004843315001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010175803NAL0004843315001, received 2025-10-10

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.

Cost and contributions

Administrative expenses excluding investment management, per participant

$4.60

10th: $13.66median $103.3390th: $302.77

Higher than 2% of the 14,713 plans $1 to 10M that report it.

Source

= $1,030 / 224
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010175803NAL0004843315001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010175803NAL0004843315001, received 2025-10-10

Administrative expenses per participant

$66.27

10th: $19.42median $150.2790th: $370.75

Higher than 27% of the 15,210 plans $1 to 10M that report it.

Source

= $14,844 / 224
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010175803NAL0004843315001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010175803NAL0004843315001, received 2025-10-10

Administrative expenses as a share of assets

0.188%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 22% of the 15,243 plans $1 to 10M that report it.

Source

= $14,844 / $7,877,432
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010175803NAL0004843315001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010175803NAL0004843315001, received 2025-10-10

Employer contributions per participant

$1,210

10th: $357median $1,32390th: $2,861

Higher than 46% of the 13,342 plans $1 to 10M that report it.

Source

= $270,960 / 224
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010175803NAL0004843315001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010175803NAL0004843315001, received 2025-10-10

Employer share of total contributions

16.3%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 18% of the 13,370 plans $1 to 10M that report it.

Source

= $270,960 / $1,665,471
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010175803NAL0004843315001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010175803NAL0004843315001, received 2025-10-10

Plan terms, as stated in Anchor Loans, LP's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010175803NAL0004843315001, received 2025-10-10

Full record, Anchor Loans, LP 401(k) Plan

FieldValueSource
Plan sponsorANCHOR LOANS, LPForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010175803NAL0004843315001, received 2025-10-10
Plan nameANCHOR LOANS, LP 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251010175803NAL0004843315001, received 2025-10-10
Sponsor EIN / plan number46-3223427 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010175803NAL0004843315001, received 2025-10-10
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010175803NAL0004843315001, received 2025-10-10
Sponsor locationTHOUSAND OAKS, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010175803NAL0004843315001, received 2025-10-10
Industry (business code)522292, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010175803NAL0004843315001, received 2025-10-10
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010175803NAL0004843315001, received 2025-10-10
Filing received2025-10-10Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010175803NAL0004843315001, received 2025-10-10
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010175803NAL0004843315001, received 2025-10-10
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251010175803NAL0004843315001, received 2025-10-10
Participants, beginning of year238Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010175803NAL0004843315001, received 2025-10-10
Active participants199Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010175803NAL0004843315001, received 2025-10-10
Participants, end of year256Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010175803NAL0004843315001, received 2025-10-10
Participants with an account balance224Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010175803NAL0004843315001, received 2025-10-10
Total assets, beginning of year$5,848,698Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010175803NAL0004843315001, received 2025-10-10
Total assets, end of year$7,877,432Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010175803NAL0004843315001, received 2025-10-10
Net assets, end of year$7,877,432Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010175803NAL0004843315001, received 2025-10-10
Total income$2,581,980Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010175803NAL0004843315001, received 2025-10-10
Net income$2,028,734Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010175803NAL0004843315001, received 2025-10-10
Employer contributions$270,960Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010175803NAL0004843315001, received 2025-10-10
Participant contributions$1,371,032Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010175803NAL0004843315001, received 2025-10-10
Other contributions (incl. rollovers)$23,479Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010175803NAL0004843315001, received 2025-10-10
Total contributions$1,665,471Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010175803NAL0004843315001, received 2025-10-10
Benefit payments$537,853Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010175803NAL0004843315001, received 2025-10-10
Total expenses (incl. benefit payments)$553,246Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010175803NAL0004843315001, received 2025-10-10
Total administrative expenses$14,844Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010175803NAL0004843315001, received 2025-10-10
Recordkeeping fees$1,030Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010175803NAL0004843315001, received 2025-10-10
Investment advisory and management fees$13,814Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010175803NAL0004843315001, received 2025-10-10
Administrative expenses excluding investment management$1,030derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010175803NAL0004843315001, received 2025-10-10
Held in mutual funds$7,720,364Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010175803NAL0004843315001, received 2025-10-10
Independent auditorPENSION ASSURANCE LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010175803NAL0004843315001, received 2025-10-10

Position = column in the DOL layout for form year 2024. Filing 20251010175803NAL0004843315001, received 2025-10-10.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
NFP RETIREMENT INCNONE 16 Consulting (general); 70 Consulting fees $13,814yes
AMERICAN UNITED LIFE INSURANCE COrecordkeeperNONE 15 Recordkeeping and information management; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 63 Distribution (12b-1) fees; 66 Insurance mortality and expense charge; 67 Other insurance wrap fees $1,030yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010175803NAL0004843315001, received 2025-10-10.

What changed since the 2023 plan year

Figure20232024Change
Total assets$5,848,698$7,877,43234.7%
Participants with a balance2042249.8%
Administrative expenses$12,982$14,84414.3%
Recordkeeping fees per participant$5.65$4.60-18.6%
Employer contributions$277,825$270,960-2.5%

Prior filing 20241012200520NAL0024982721001, received 2024-10-12; the plan years are contiguous.

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Anchor Loans, LP 401(k) Plan appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: ANCHOR LOANS, LP; SEC registrant: Anchor Loans, LP (CIK 1863151, matched by EIN).