· 2022–2024 · DOL EFAST2

ANDERSON BROTHERS HOLDINGS, LLC — ANDERSON BROTHERS HOLDINGS, LLC RETIREMENT TRUST, Form 5500 (2022)

Original filing (PDF)20231011125044NAL0020018019001

ANDERSON BROTHERS HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

ANDERSON BROTHERS HOLDINGS, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

10

Accounts w/ balance

3

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

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

46

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDERSON BROTHERS HOLDINGS, LLC.

Plan sponsor

Name

ANDERSON BROTHERS HOLDINGS, LLC

EIN

81-2729966all filings

Address

5310 CYPRESS CENTER DR · STE 100 · TAMPA, FL · 33609

Phone

(727) 231-4450

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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