How big is Anthony James Partners, LLC's plan?

Anthony James Partners, LLC's plan reported $1.6M in assets and 16 participants for 2024.

Original filing (PDF)20251002083531NAL0000350656001

Anthony James Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Anthony James Partners, LLC Cash Balance Plan and Trust

Defined-benefit pension plan · Anthony James Partners, LLC's Anthony James Partners, LLC Cash Balance Plan and Trust held $1.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Anthony James Partners, LLC's EIN is 20-8601204.

EIN 20-8601204

Plan number 002

Plan year 2024

ACK ID 20251002083531NAL0000350656001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anthony James Partners, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANTHONY JAMES 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score