Anthology Inc. Retirement Plan
Sponsored by Anthology Inc. · EIN 650518155 · Plan #001
- Total assets
- $270M
- Net assets
- $270M
- Active participants
- 1,097
- With balances
- 2,045
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $125,361 |
| Capfinancial Partners Llc | Consulting (general), Investment advisory (plan) | $45,000 |
| Forvis Mazars, Llp | Accounting | $43,250 |
| Isler Dare, P.C. | Consulting (general), Legal | $26,667 |