How big is ADAM Ludwig's plan?

ADAM Ludwig's plan reported $2.9M in assets and 13 participants for 2024.

Original filing (PDF)20250702065900NAL0007125843002

ADAM Ludwig

Name: ADAM Ludwig — Anchor Wealth Management 401(k) Plan, Form 5500 (2024)
Creator: ADAM Ludwig
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anchor Wealth Management 401(k) Plan

401(k) retirement plan · ADAM Ludwig's Anchor Wealth Management 401(k) Plan held $2.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Laurie Allen signed ADAM Ludwig's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

ADAM Ludwig's EIN is 45-4417217.

EIN 45-4417217

Plan number 001

Plan year 2024

ACK ID 20250702065900NAL0007125843002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ADAM Ludwig from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ADAM Ludwig'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 ADAM LUDWIG.

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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