What public Form 5500 filings show about the Anderson Management Services, Inc. 401(k) plan — and how to find and check your own account.
Anderson Management Services, Inc. (EIN 62-1849640) reports ANDERSON COMPANIES PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $9.5M in plan assets across 15 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Anderson Management Services, Inc. filing — schedules, fees, and providers.
Anderson Management Services, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Anderson Management Services, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRUIST FINANCIAL, FIRST STOP HEALTH, WEX, BLUE CROSS BLUE SHIELD OF TEXAS, HSA BANK.
