How big is Engberg Anderson, Inc.'s plan?

Engberg Anderson, Inc.'s plan reported $5.3M in assets and 43 participants for 2024.

Original filing (PDF)20250626091654NAL0020499506001

Engberg Anderson, Inc.

Name: Engberg Anderson, Inc. — Engberg Anderson, Inc., Form 5500 (2024)
Creator: Engberg Anderson, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Engberg Anderson, Inc. 401(k) Plan

401(k) retirement plan · Engberg Anderson, Inc.'s Engberg Anderson, Inc. 401(k) Plan held $5.3M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Tommy Ibrado signed Engberg Anderson, Inc.'s 2024 Form 5500 as plan administrator.

Tommy Ibrado — 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

Engberg Anderson, Inc.'s EIN is 39-1601532.

EIN 39-1601532

Plan number 001

Plan year 2024

ACK ID 20250626091654NAL0020499506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Engberg Anderson, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Engberg Anderson, Inc.'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 ENGBERG ANDERSON, INC..

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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