How big is Annabelle, LLC's plan?

Annabelle, LLC's plan reported $429K in assets for 2023.

Original filing (PDF)20240905093527NAL0046205714001

Annabelle, LLC

Name: Annabelle, LLC — Annabelle, LLC 401(k) Plan, Form 5500 (2023)
Creator: Annabelle, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Annabelle, LLC 401(k) Plan

401(k) retirement plan · Annabelle, LLC's Annabelle, LLC 401(k) Plan reported $429K in plan assets in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$429K

Net assets (EOY)

$429K

People on this filing

Karen Barkoff signed Annabelle, LLC's 2023 Form 5500 as plan administrator.

Karen Barkoff — 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

Annabelle, LLC's EIN is 36-4697233.

EIN 36-4697233

Plan number 001

Plan year 2023

ACK ID 20240905093527NAL0046205714001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Annabelle, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Annabelle, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 ANNABELLE, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

ANNABELLE, LLC

EIN

all filings

Address

9500 SEABROOK DRIVE NE · ALBUQUERQUE, NM · 87111

Phone

(505) 480-2573

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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