How big is RM Anderson & Co., Inc.'s plan?

RM Anderson & Co., Inc.'s plan reported $420K in assets and 4 participants for 2024.

Original filing (PDF)20250911151513NAL0000295251001

RM Anderson & Co., Inc.

Name: RM Anderson & Co., Inc. — Russell M. Anderson 401(k), Form 5500 (2024)
Creator: RM Anderson & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Russell M. Anderson 401(k) Plan

401(k) retirement plan · RM Anderson & Co., Inc.'s Russell M. Anderson 401(k) Plan held $420K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$420K

Net assets (EOY)

$420K

Plan identifiers

RM Anderson & Co., Inc.'s EIN is 20-1923750.

EIN 20-1923750

Plan number 001

Plan year 2024

ACK ID 20250911151513NAL0000295251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RM Anderson & Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RM Anderson & Co., Inc.'s plan includes profit-sharing, a 401(k) feature.

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