How big is Andelson + Partners' plan?

Andelson + Partners' plan reported $937K in assets and 2 participants for 2023.

Original filing (PDF)20250512174513NAL0027097824001

Andelson + Partners

Name: Andelson + Partners — Andelson + Partners 401(k), Form 5500 (2023)
Creator: Andelson + Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andelson + Partners 401(k) Profit Sharing Plan

401(k) retirement plan · Andelson + Partners' Andelson + Partners 401(k) Profit Sharing Plan held $937K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$937K

Net assets (EOY)

$937K

Plan identifiers

Andelson + Partners' EIN is 26-1182771.

EIN 26-1182771

Plan number 002

Plan year 2023

ACK ID 20250512174513NAL0027097824001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Andelson + Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Andelson + Partners' plan includes profit-sharing, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

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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