How big is Anderson Boback & Marshall LLC's plan?

Anderson Boback & Marshall LLC's plan reported $673K in assets and 7 participants for 2024.

Original filing (PDF)20251002163153NAL0001111152001

Anderson Boback & Marshall LLC

Name: Anderson Boback & Marshall LLC — Anderson Boback and, Form 5500 (2024)
Creator: Anderson Boback & Marshall LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson Boback and Marshall 401(k) Profit Sharing Plan

401(k) retirement plan · Anderson Boback & Marshall LLC's Anderson Boback and Marshall 401(k) Profit Sharing Plan held $673K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$673K

Net assets (EOY)

$673K

Plan identifiers

Anderson Boback & Marshall LLC's EIN is 20-0372198.

EIN 20-0372198

Plan number 001

Plan year 2024

ACK ID 20251002163153NAL0001111152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anderson Boback & Marshall LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson Boback & Marshall LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ANDERSON BOBACK & MARSHALL LLC

EIN

all filings

Address

20 N. CLARK STREET · SUITE 3300 · CHICAGO, IL · 60602

Phone

(312) 715-0870

Industry

Law Offices· Professional & Technical Services

Plan administrator