How big is AIS Anderson Insurance Services, LLC's plan?

AIS Anderson Insurance Services, LLC's plan reported $719K in assets and 4 participants for 2025.

Original filing (PDF)20260410120750NAL0013549585001

AIS Anderson Insurance Services, LLC

Name: AIS Anderson Insurance Services, LLC — AIS Anderson, Form 5500 (2025)
Creator: AIS Anderson Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AIS Anderson 401(k) Plan

401(k) retirement plan · AIS Anderson Insurance Services, LLC's AIS Anderson 401(k) Plan held $719K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$719K

Net assets (EOY)

$719K

People on this filing

Lynda Anderson signed AIS Anderson Insurance Services, LLC's 2025 Form 5500 as plan administrator.

Lynda Anderson — 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

AIS Anderson Insurance Services, LLC's EIN is 27-0632949.

EIN 27-0632949

Plan number 001

Plan year 2025

ACK ID 20260410120750NAL0013549585001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AIS Anderson Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AIS Anderson Insurance Services, 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 AIS ANDERSON INSURANCE SERVICES, 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