The Anderson Group, P.C. 401(k) Plan

The The Anderson Group, P.C. 401(k) on its latest Form 5500

The Anderson Group, P.C. (EIN 54-1249368) reports THE ANDERSON GROUP 401(K) PLAN AND TRUST on its most recent Form 5500, with $3.3M in plan assets across 10 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 The Anderson Group, P.C. filing — schedules, fees, and providers.

Who runs the The Anderson Group, P.C. 401(k)?

The Anderson Group, P.C.’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 The Anderson Group, P.C.HR for the recordkeeper’s name and login.

How to check your The Anderson Group, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask The Anderson Group, P.C. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).