Original filing (PDF)20250528100015NAL0004338035001

AVERILL ANDERSON, LLC

Name: AVERILL ANDERSON, LLC — AVERILL ANDERSON, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: AVERILL ANDERSON, LLC

Form 5500-SF

FILING_RECEIVED

AVERILL ANDERSON, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

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 (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AVERILL ANDERSON, LLC.

Plan sponsor

Name

AVERILL ANDERSON, LLC

EIN

39-1934949all filings

Address

107 W MAIN ST. · LITTLE CHUTE, WI · 54140

Phone

(262) 338-2290

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