Original filing (PDF)20240703085219NAL0004192019001

ANCHOR PEABODY ADVISORY SERVICES, LLC

Name: ANCHOR PEABODY ADVISORY SERVICES, LLC — ANCHOR PEABODY ADVISORY SERVICES 401(K) PLAN, Form 5500 (2023)
Creator: ANCHOR PEABODY ADVISORY SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

ANCHOR PEABODY ADVISORY SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$482K

Net assets (EOY)

$482K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANCHOR PEABODY ADVISORY SERVICES, LLC.

Plan sponsor

Name

ANCHOR PEABODY ADVISORY SERVICES, LLC

EIN

46-4884706

Address

790 ANDREWS AVENUE, APT E-103 · DELRAY BEACH, FL · 33483

Phone

(561) 563-8651

Industry

Finance & Insurancesee all

Plan administrator