How big is Anchor Wealth Management, LLC's plan?

Anchor Wealth Management, LLC's plan reported $47K in assets and 3 participants for 2022.

Original filing (PDF)20230731170205NAL0009274243001

Anchor Wealth Management, LLC

Name: Anchor Wealth Management, LLC — Anchor Wealth, Form 5500 (2022)
Creator: Anchor Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anchor Wealth Management Group, LLC 401(k) Plan

401(k) retirement plan · Anchor Wealth Management, LLC's Anchor Wealth Management Group, LLC 401(k) Plan held $47K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

Plan identifiers

Anchor Wealth Management, LLC's EIN is 06-0182379.

EIN 06-0182379

Plan number 001

Plan year 2022

ACK ID 20230731170205NAL0009274243001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Anchor Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Anchor Wealth Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANCHOR WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score