How big is Tanner Associates, LLC's plan?

Tanner Associates, LLC's plan reported $2.3M in assets and 1 participants for 2024.

Original filing (PDF)20251028091340NAL0006777729001

Tanner Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

Tanner Associates, LLC Profit Sharing Plan

Defined-contribution retirement plan · Tanner Associates, LLC's Tanner Associates, LLC Profit Sharing Plan held $2.3M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Tanner Associates, LLC's EIN is 22-3434669.

EIN 22-3434669

Plan number 001

Plan year 2024

ACK ID 20251028091340NAL0006777729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tanner Associates, LLC's plan includes profit-sharing.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

TANNER ASSOCIATES, LLC

EIN

all filings

Address

P.O. BOX 766 · MORRIS PLAINS, NJ · 07950

Phone

(973) 476-0840

Industry

Wholesale Trade

Plan administrator