How big is Anthony and Associates' plan?

Anthony and Associates' plan reported $5.9M in assets and 11 participants for 2024.

Original filing (PDF)20250708101044NAL0006772576001

Anthony and Associates

Name: Anthony and Associates — Anthony & Associates 401(k), Form 5500 (2024)
Creator: Anthony and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anthony & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Anthony and Associates' Anthony & Associates 401(k) Profit Sharing Plan held $5.9M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

William Sikes signed Anthony and Associates' 2024 Form 5500 as plan administrator.

William Sikes — 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

Anthony and Associates' EIN is 33-0146112.

EIN 33-0146112

Plan number 002

Plan year 2024

ACK ID 20250708101044NAL0006772576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anthony and Associates' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

ANTHONY AND ASSOCIATES

EIN

all filings

Address

3070 SATURN ST STE 100 · BREA, CA · 928216294

Phone

(714) 961-1661

Industry

CPA Offices· Professional & Technical Services

Plan administrator