How big is Anderson Financial Group, LLC's plan?

Anderson Financial Group, LLC's plan reported $972K in assets and 3 participants for 2024.

Original filing (PDF)20251012215554NAL0001036832001

Anderson Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Anderson Financial Group, LLC 401(k) Plan

401(k) retirement plan · Anderson Financial Group, LLC's Anderson Financial Group, LLC 401(k) Plan held $972K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$972K

Net assets (EOY)

$972K

Plan identifiers

Anderson Financial Group, LLC's EIN is 47-4966756.

EIN 47-4966756

Plan number 001

Plan year 2024

ACK ID 20251012215554NAL0001036832001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson Financial Group, LLC'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 ANDERSON FINANCIAL GROUP, LLC.

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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