Original filing (PDF)20250930163102NAL0029791410001

ANNANDALE CAPITAL, LLC

Name: ANNANDALE CAPITAL, LLC — ANNANDALE CAPITAL, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ANNANDALE CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

ANNANDALE CAPITAL, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANNANDALE CAPITAL, LLC.

Plan sponsor

Name

ANNANDALE CAPITAL, LLC

EIN

20-3231706

Address

2626 COLE AVENUE, SUITE 700 · DALLAS, TX · 752044065

Phone

(214) 523-5000

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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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