Anchor Partners, Llc 401(k) Plan: Login, Facts & Contact Information

Anchor Partners, Llc 401(k) Plan Facts

Plan name
ANCHOR PARTNERS 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ANCHOR PARTNERS, LLC
Participants
1,239 (949 active employees)
Former employees with a balance
183
Plan assets
$22,784,387 at Dec 31, 2024
Average account balance
$39,081 across 583 accounts
Employer contributions
$762,372 in plan year 2024 (32% of all contributions)
Recordkeeper
Empower Annuity Ins Co Of America
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1993
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.36 million went into the plan in contributions, $762,372 of it from the employer (32%).
  • $2.58 million was paid out to participants.
  • Investment and other income added $2.92 million.
  • Administrative expenses were $110,383, about $189 per account.

How the Anchor Partners, Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019770$16.3 million$16,204$113,131
20201,005$17.8 million$195,758$3.00 million
2021912$19.3 million$218,307$1.96 million
2022889$14.8 million$181,496$1.84 million
20231,105$16.5 million$229,729$1.86 million
20241,239$22.8 million$762,372$2.58 million

Anchor Partners, Llc 401(k) Contact Information

Phone
817-232-4575
Mailing address
2106 E STATE HIGHWAY 114, SUITE 303, SOUTHLAKE TX 76092
Plan sponsor
ANCHOR PARTNERS, LLC
Employer identification number (EIN)
30-1117599
Plan number
001

Questions about the Anchor Partners, Llc 401(k)

Does Anchor Partners, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $762,372, 32% of all contributions.

Does the Anchor Partners, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Anchor Partners, Llc 401(k) plan?

1,239 participants at the start of plan year 2024, 949 of them active employees, and 183 former employees who still had money in the plan.

What is the average 401(k) balance at Anchor Partners, Llc?

About $39,081 per account: $22.8 million in plan assets across 583 accounts with a balance at the end of plan year 2024.

Who manages the Anchor Partners, Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INS CO OF AMERICA) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Anchor Partners, Llc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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