How big is Waddell Anderman, LLC's plan?

Waddell Anderman, LLC's plan reported $2.7M in assets and 7 participants for 2024.

Original filing (PDF)20250917083343NAL0000258769001

Waddell Anderman, LLC

Name: Waddell Anderman, LLC — Waddell Anderman, LLC 401(k), Form 5500 (2024)
Creator: Waddell Anderman, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waddell Anderman, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Waddell Anderman, LLC's Waddell Anderman, LLC 401(k) Profit Sharing Plan held $2.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Cameron Waddell signed Waddell Anderman, LLC's 2024 Form 5500 as plan administrator.

Cameron Waddell — 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

Waddell Anderman, LLC's EIN is 27-1474831.

EIN 27-1474831

Plan number 001

Plan year 2024

ACK ID 20250917083343NAL0000258769001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waddell Anderman, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off