Ancora Holdings Group 401(k) match, vesting and fees
What Ancora Holdings 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 | Newport Group, Inc. | Schedule C ↗ |
| Independent auditor | Cohen & Company, Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Ancora Holdings Group: employer contribution per participant | $4,914 | |
| Peer median | $2,868 |
| Ancora Holdings Group: average balance | $189,898 | |
| Peer median | $95,281 |
| Ancora Holdings Group: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $17.6M at the end of plan year 2021 to $23.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 123 | $23.4M | $604K | $4,914 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 122 | $20.6M | $516K | $4,263 | 0.06% | Not published | 5500-SF ↗ |
| 2022 | 118 | $16.1M | $715K | $6,058 | 0.04% | Not published | 5500-SF ↗ |
| 2021 | 99 | $17.6M | $938K | $9,477 | 0.04% | Not published | 5500-SF ↗ |
Common questions
Does Ancora Holdings Group match 401(k) contributions?
The match terms for the Ancora - Mep have not been published from its filing yet. The plan year 2024 filing reports $604K in employer contributions, about $4,914 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ancora Holdings Group 401(k) match vested?
The vesting schedule for the Ancora - Mep is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ancora Holdings Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is The Ancora Group, Inc..
I left Ancora Holdings Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Ancora Group, Inc., (216) 825-4000) or the recordkeeper, Newport Group, Inc.. The Ancora Holdings Group old 401(k) page lists the contacts from every plan filing. Find an old Ancora Holdings Group 401(k)
Data from the public Form 5500 annual reports Ancora Holdings Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 Ancora Holdings Group. Not financial advice. Report a correction · Methodology