How big is Anderson, Tuckey, Bernhardt & Doran, PC's plan?

Anderson, Tuckey, Bernhardt & Doran, PC's plan reported $3.0M in assets and 13 participants for 2024.

Original filing (PDF)20250723135851NAL0002071155001

Anderson, Tuckey, Bernhardt & Doran, PC

Name: Anderson, Tuckey, Bernhardt & Doran, PC — Form 5500 Plan 001 (2024)
Creator: Anderson, Tuckey, Bernhardt & Doran, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson, Tuckey, Bernhardt & Doran, PC 401(k) P/S Plan

401(k) retirement plan · Anderson, Tuckey, Bernhardt & Doran, PC's Anderson, Tuckey, Bernhardt & Doran, PC 401(k) P/S Plan held $3.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Anderson, Tuckey, Bernhardt & Doran, PC's EIN is 38-2475073.

EIN 38-2475073

Plan number 001

Plan year 2024

ACK ID 20250723135851NAL0002071155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anderson, Tuckey, Bernhardt & Doran, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson, Tuckey, Bernhardt & Doran, PC'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 ANDERSON, TUCKEY, BERNHARDT & DORAN, PC.

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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