How big is Anderson Financial Services, Inc.'s plan?

Anderson Financial Services, Inc.'s plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20250908163447NAL0019469121001

Anderson Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Anderson Financial Services, Inc. 401(k) Safe Harbor Plan

401(k) retirement plan · Anderson Financial Services, Inc.'s Anderson Financial Services, Inc. 401(k) Safe Harbor Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Michael Vanderford signed Anderson Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Michael Vanderford — 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 Financial Services, Inc.'s EIN is 42-1431493.

EIN 42-1431493

Plan number 002

Plan year 2024

ACK ID 20250908163447NAL0019469121001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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