Anchor Point Management Group 401(k) match, vesting and fees
What Anchor Point Management Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | J. Moyna Cpa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 167 defined-contribution plans in accommodation and food services with 500 to 999 participants.
| Anchor Point Management Group: employer contribution per participant | $1,583 | |
| Peer median | $816 |
| Anchor Point Management Group: average balance | $22,704 | |
| Peer median | $25,849 |
| Anchor Point Management Group: admin expenses ÷ assets | 0.87% | |
| Peer median | 0.56% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $22.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,565 | $22.4M | $1.6M | $1,583 | 0.87% | Not published | Form 5500 ↗ |
Common questions
Does Anchor Point Management Group match 401(k) contributions?
The match terms for the Anchor Point Management Group Employee Benefit Plan have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $1,583 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Anchor Point Management Group 401(k) match vested?
The vesting schedule for the Anchor Point Management Group Employee Benefit Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Anchor Point Management Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is ADP, Inc.. The plan administrator is Anchor Point Management Group, LLC.
I left Anchor Point Management Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Anchor Point Management Group, LLC, (360) 694-7855) or the recordkeeper, ADP, Inc.. The Anchor Point Management Group old 401(k) page lists the contacts from every plan filing. Find an old Anchor Point Management Group 401(k)
Data from the public Form 5500 annual reports Anchor Point Management Group filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Anchor Point Management Group. Not financial advice. Report a correction · Methodology