How big is Anchorpoint Financial's plan?

Anchorpoint Financial's plan reported $2.9M in assets and 9 participants for 2024.

Original filing (PDF)20250610162852NAL0013221299001

Anchorpoint Financial

Name: Anchorpoint Financial — Anchorpoint Financial 401(k), Form 5500 (2024)
Creator: Anchorpoint Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anchorpoint Financial 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Anchorpoint Financial's Anchorpoint Financial 401(k) Profit Sharing Plan & Trust held $2.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Ryan Boyd signed Anchorpoint Financial's 2024 Form 5500 as plan administrator.

Ryan Boyd — 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

Anchorpoint Financial's EIN is 46-1625540.

EIN 46-1625540

Plan number 001

Plan year 2024

ACK ID 20250610162852NAL0013221299001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anchorpoint Financial'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 ANCHORPOINT FINANCIAL.

Finding similar companies…

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