How big is Anderson Financial LLC's plan?

Anderson Financial LLC's plan reported $125K in assets and 2 participants for 2024.

Original filing (PDF)20250703154338NAL0001214736002

Anderson Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Anderson Financial LLC Retirement Trust

401(k) retirement plan · Anderson Financial LLC's Anderson Financial LLC Retirement Trust held $125K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

People on this filing

Plan Sponsor signed Anderson Financial LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Anderson Financial LLC's EIN is 26-4676721.

EIN 26-4676721

Plan number 001

Plan year 2024

ACK ID 20250703154338NAL0001214736002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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