How big is Anchor Investment Management, LLC's plan?

Anchor Investment Management, LLC's plan reported $11.1M in assets and 19 participants for 2024.

Original filing (PDF)20250917100425NAL0000394035001

Anchor Investment Management, LLC

Name: Anchor Investment Management, LLC — Anchor Investmen, Form 5500 (2024)
Creator: Anchor Investment Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anchor Investment Management Retirement Trust

401(k) retirement plan · Anchor Investment Management, LLC's Anchor Investment Management Retirement Trust held $11.1M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

Plan identifiers

Anchor Investment Management, LLC's EIN is 57-1109708.

EIN 57-1109708

Plan number 001

Plan year 2024

ACK ID 20250917100425NAL0000394035001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anchor Investment Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anchor Investment Management, 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 ANCHOR INVESTMENT MANAGEMENT, 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