Original filing (PDF)20250904115256NAL0016231297001

ANDERSON GENERAL MANAGEMENT, LLC

Name: ANDERSON GENERAL MANAGEMENT, LLC — ANDERSON GENERAL MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ANDERSON GENERAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

ANDERSON GENERAL MANAGEMENT, LLC 401(K) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDERSON GENERAL MANAGEMENT, LLC.

Plan sponsor

Name

ANDERSON GENERAL MANAGEMENT, LLC

EIN

46-3077152

Address

P.O. BOX 2549 · VICTORIA, TX · 779022549

Phone

(361) 573-7361

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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