How big is Anchor Capital Advisors LLC's plan?

Anchor Capital Advisors LLC's plan reported $48.8M in assets and 41 participants for 2025.

Original filing (PDF)20260515145444NAL0009417729001

Anchor Capital Advisors LLC

Name: Anchor Capital Advisors LLC — Anchor Capital, Form 5500 (2025)
Creator: Anchor Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anchor Capital Advisors LLC Employees Retirement Plan

401(k) retirement plan · Anchor Capital Advisors LLC's Anchor Capital Advisors LLC Employees Retirement Plan held $48.8M in plan assets for 41 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48.8M

Net assets (EOY)

$48.8M

People on this filing

Elizabeth Camara signed Anchor Capital Advisors LLC's 2025 Form 5500 as plan administrator.

Elizabeth Camara — 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

Anchor Capital Advisors LLC's EIN is 20-4669888.

EIN 20-4669888

Plan number 001

Plan year 2025

ACK ID 20260515145444NAL0009417729001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Anchor Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Anchor Capital Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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