How big is Richard E. Anderson's plan?

Richard E. Anderson's plan reported $1.2M in assets and 5 participants for 2025.

Original filing (PDF)20260401145352NAL0001321297001

Richard E. Anderson

Name: Richard E. Anderson — Anderson & Associates Wealth, Form 5500 (2025)
Creator: Richard E. Anderson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson & Associates Wealth Management 401(k) Plan

401(k) retirement plan · Richard E. Anderson's Anderson & Associates Wealth Management 401(k) Plan held $1.2M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Richard Anderson signed Richard E. Anderson's 2025 Form 5500 as plan administrator.

Richard Anderson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Richard E. Anderson's EIN is 16-1591789.

EIN 16-1591789

Plan number 001

Plan year 2025

ACK ID 20260401145352NAL0001321297001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Richard E. Anderson from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Richard E. Anderson's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD E. ANDERSON.

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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