How big is Michael Andersen RIA LLC's plan?

Michael Andersen RIA LLC's plan reported $1.1M in assets and 12 participants for 2025.

Original filing (PDF)20260517092130NAL0010699393001

Michael Andersen RIA LLC

Name: Michael Andersen RIA LLC — Michael Andersen RIA LLC, Form 5500 (2025)
Creator: Michael Andersen RIA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Andersen RIA LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Michael Andersen RIA LLC's Michael Andersen RIA LLC 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Michael Andersen signed Michael Andersen RIA LLC's 2025 Form 5500 as plan administrator.

Michael Andersen — 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

Michael Andersen RIA LLC's EIN is 30-0571943.

EIN 30-0571943

Plan number 001

Plan year 2025

ACK ID 20260517092130NAL0010699393001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Michael Andersen RIA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Michael Andersen RIA 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 MICHAEL ANDERSEN RIA LLC.

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Plan health score

Above-average plan

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