How big is Anchor Wealth Management, LLC's plan?

Anchor Wealth Management, LLC's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20251004130402NAL0001320275001

Anchor Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Anchor Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Anchor Wealth Management, LLC's Anchor Wealth Management, LLC 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Anchor Wealth Management, LLC's EIN is 37-1608133.

EIN 37-1608133

Plan number 001

Plan year 2024

ACK ID 20251004130402NAL0001320275001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anchor Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANCHOR WEALTH MANAGEMENT, 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