Original filing (PDF)20250430154340NAL0002080321001

RICHARD E. ANDERSON

Name: RICHARD E. ANDERSON — ANDERSON & ASSOCIATES WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: RICHARD E. ANDERSON

Form 5500-SF

FILING_RECEIVED

ANDERSON & ASSOCIATES WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$866K

Net assets (EOY)

$866K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

RICHARD E. ANDERSON

EIN

16-1591789

Address

1162 PITTSFORD-VICTOR RD. · SUITE 200 · PITTSFORD, NY · 14534

Phone

(585) 586-6300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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