How big is Anderson Partners, LLC's plan?

Anderson Partners, LLC's plan reported $90K in assets and 2 participants for 2024.

Original filing (PDF)20251014085358NAL0001140435001

Anderson Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Anderson Partners, LLC Employee Savings Plan and Trust

401(k) retirement plan · Anderson Partners, LLC's Anderson Partners, LLC Employee Savings Plan and Trust held $90K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

Plan identifiers

Anderson Partners, LLC's EIN is 20-0795912.

EIN 20-0795912

Plan number 001

Plan year 2024

ACK ID 20251014085358NAL0001140435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson Partners, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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