How big is Anchors Smith Grimsley, PLC's plan?

Anchors Smith Grimsley, PLC's plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20250827152008NAL0019076034001

Anchors Smith Grimsley, PLC

Name: Anchors Smith Grimsley, PLC — Anchor Smith Grimsley, Form 5500 (2024)
Creator: Anchors Smith Grimsley, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anchor Smith Grimsley 401(k) Plan

401(k) retirement plan · Anchors Smith Grimsley, PLC's Anchor Smith Grimsley 401(k) Plan held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Steven B. Bauman signed Anchors Smith Grimsley, PLC's 2024 Form 5500 as plan administrator.

Steven B. Bauman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Anchors Smith Grimsley, PLC's EIN is 20-3434999.

EIN 20-3434999

Plan number 001

Plan year 2024

ACK ID 20250827152008NAL0019076034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anchors Smith Grimsley, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anchors Smith Grimsley, PLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANCHORS SMITH GRIMSLEY, PLC.

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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