How big is Andbanc Wealth Management LLC's plan?

Andbanc Wealth Management LLC's plan reported $1.2M in assets and 28 participants for 2024.

Original filing (PDF)20250630193548NAL0012170721001

Andbanc Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Andbanc Wealth Management

401(k) retirement plan · Andbanc Wealth Management LLC's Andbanc Wealth Management held $1.2M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Shirley Horner signed Andbanc Wealth Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Andbanc Wealth Management LLC's EIN is 27-1828100.

EIN 27-1828100

Plan number 001

Plan year 2024

ACK ID 20250630193548NAL0012170721001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Andbanc Wealth Management 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 ANDBANC WEALTH MANAGEMENT LLC.

Finding similar companies…

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