Retirement plan

ANYWHERE, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: ANYWHERE, INC. D/B/A - ANYWHERE, INC. 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: ANYWHERE, INC. D/B/A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANYWHERE, INC. 401(K) PROFIT SHARING PLAN & TRUST, ANYWHERE, INC. D/B/A

ANYWHERE, INC. D/B/Adba CRUISE BROTHERSEIN 56-2629848Plan #001PY 2024

820 BALD HILL ROAD - WARWICK, RI 02886800-827-7779

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$599K

+82.9% from 2023

Total participants

+10.7% from 2023

Average account balance

$29,932

+82.9% from 2023

Annual return

13.14%

-8.71 pp from 2023

Benchmarks

See 10,668 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,668 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$599K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$228K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,932

$58,258-48.6%

$81,820-63.4%

$80,925-63.0%

Participation rate

60.7%

63.5%-2.7pp

72.4%-11.7pp

67.7%-6.9pp

Annual return

13.14%

41.76%-28.6pp

777.93%-764.8pp

35.65%-22.5pp

Employer contribution / active EE

$3,423

$2,345+45.9%

$2,915+17.4%

$2,756+24.2%

Participant deferral / active EE

$4,729

$3,284+44.0%

$4,323+9.4%

$4,299+10.0%

Admin fee / account holder

$4,976-100.0%

$7,391-100.0%

$6,940-100.0%

ANYWHERE, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANYWHERE, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion