Original filing (PDF)20250723152025NAL0010846706001

THE ANDERSON GROUP, CERTIFIED PU

Name: THE ANDERSON GROUP, CERTIFIED PU — THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN, Form 5500 (2024)
Creator: THE ANDERSON GROUP, CERTIFIED PU

Form 5500-SF

FILING_RECEIVED

THE ANDERSON GROUP, CERTIFIED PUBLIC ACCOUNTANTS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

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