How big is Anderson Jones, PLLC's plan?

Anderson Jones, PLLC's plan reported $2.6M in assets and 3 participants for 2025.

Original filing (PDF)20260430133506NAL0011560753001

Anderson Jones, PLLC

Name: Anderson Jones, PLLC — Anderson Jones, PLLC 401(k), Form 5500 (2025)
Creator: Anderson Jones, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson Jones, PLLC 401(k) Safe Harbor

401(k) retirement plan · Anderson Jones, PLLC's Anderson Jones, PLLC 401(k) Safe Harbor held $2.6M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Todd Jones signed Anderson Jones, PLLC's 2025 Form 5500 as plan administrator.

Todd Jones — 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

Anderson Jones, PLLC's EIN is 57-1173764.

EIN 57-1173764

Plan number 001

Plan year 2025

ACK ID 20260430133506NAL0011560753001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Anderson Jones, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Anderson Jones, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 JONES, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

ANDERSON JONES, PLLC

EIN

all filings

Address

PO BOX 20248 · RALEIGH, NC · 27619

Phone

(919) 277-2541

Industry

Law Offices· Professional & Technical Services

Plan administrator