How big is Anderson, Arnold & Partners, LLP's plan?

Anderson, Arnold & Partners, LLP's plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20250722092928NAL0006330018001

Anderson, Arnold & Partners, LLP

Name: Anderson, Arnold & Partners, LLP — Anderson, Arnold, Form 5500 (2024)
Creator: Anderson, Arnold & Partners, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson, Arnold, and Partners LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Anderson, Arnold & Partners, LLP's Anderson, Arnold, and Partners LLP 401(k) Profit Sharing Plan held $2.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Lauri LEHN signed Anderson, Arnold & Partners, LLP's 2024 Form 5500 as plan administrator.

Lauri LEHN — 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

Anderson, Arnold & Partners, LLP's EIN is 42-1360672.

EIN 42-1360672

Plan number 002

Plan year 2024

ACK ID 20250722092928NAL0006330018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anderson, Arnold & Partners, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson, Arnold & Partners, LLP'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, ARNOLD & PARTNERS, LLP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ANDERSON, ARNOLD & PARTNERS, LLP

EIN

all filings

Address

590 W FOREVERGREEN RD · NORTH LIBERTY, IA · 52317

Phone

(319) 354-3232

Industry

Health Care & Social Assistance

Plan administrator