How big is Anthony & Partners LLC's plan?

Anthony & Partners LLC's plan reported $10.7M in assets and 22 participants for 2024.

Original filing (PDF)20250729150622NAL0006252002001

Anthony & Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Anthony & Partners, LLC 401(k) Plan

401(k) retirement plan · Anthony & Partners LLC's Anthony & Partners, LLC 401(k) Plan held $10.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

People on this filing

Stephenie B. Anthony signed Anthony & Partners LLC's 2024 Form 5500 as plan administrator.

Stephenie B. Anthony — 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

Anthony & Partners LLC's EIN is 27-0214906.

EIN 27-0214906

Plan number 001

Plan year 2024

ACK ID 20250729150622NAL0006252002001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anthony & Partners 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 ANTHONY & 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 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ANTHONY & PARTNERS LLC

EIN

all filings

Address

100 S ASHLEY DRIVE STE. 1600 · TAMPA, FL · 33602

Phone

(813) 273-5616

Industry

Law Offices· Professional & Technical Services

Plan administrator