Original filing (PDF)20250509162152NAL0030975362001

AIS ANDERSON INSURANCE SERVICES, LLC

Name: AIS ANDERSON INSURANCE SERVICES, LLC — AIS ANDERSON 401K PLAN, Form 5500 (2024)
Creator: AIS ANDERSON INSURANCE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

AIS ANDERSON 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$526K

Net assets (EOY)

$526K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AIS ANDERSON INSURANCE SERVICES, LLC.

Plan sponsor

Name

AIS ANDERSON INSURANCE SERVICES, LLC

EIN

27-0632949all filings

Address

6090 SURETY DRIVE, SUITE 440 · EL PASO, TX · 79905

Phone

(915) 772-0456

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator