How big is Annuity Advisors' plan?

Annuity Advisors' plan reported $5K in assets and 2 participants for 2024.

Original filing (PDF)20251126140344NAL0009530290001

Annuity Advisors

Name: Annuity Advisors — Annuity Advisors SOCA Benefit, Form 5500 (2024)
Creator: Annuity Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Annuity Advisors SOCA Benefit Plan

Health & welfare plan · Annuity Advisors' Annuity Advisors SOCA Benefit Plan held $5K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5K

Net assets (EOY)

$2K

People on this filing

Matt Appenzeller signed Annuity Advisors' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Annuity Advisors' EIN is 31-1775854.

EIN 31-1775854

Plan number 501

Plan year 2024

ACK ID 20251126140344NAL0009530290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Annuity Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Annuity Advisors' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score