How big is Anecdote, PLC's plan?

Anecdote, PLC's plan reported $4.5M in assets and 18 participants for 2024.

Original filing (PDF)20250509095825NAL0019815408001

Anecdote, PLC

Name: Anecdote, PLC — Anecdote, PLC 401(k) Plan, Form 5500 (2024)
Creator: Anecdote, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anecdote, PLC 401(k) Plan

401(k) retirement plan · Anecdote, PLC's Anecdote, PLC 401(k) Plan held $4.5M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Mary Roskilly signed Anecdote, PLC's 2024 Form 5500 as plan administrator.

Mary Roskilly — 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

Anecdote, PLC's EIN is 62-1191673.

EIN 62-1191673

Plan number 002

Plan year 2024

ACK ID 20250509095825NAL0019815408001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anecdote, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anecdote, PLC'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 ANECDOTE, PLC.

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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.

Plan sponsor

Name

ANECDOTE, PLC

EIN

all filings

Address

508 HOUSTON STREET · NASHVILLE, TN · 37203

Phone

(615) 254-4100

Industry

Professional & Technical Services

Plan administrator

Name

ANECDOTE, PLC

EIN

62-1191673

City

NASHVILLE, TN

Phone

(615) 254-4100

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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