How big is Anderson Insurance Group, Inc.'s plan?

Anderson Insurance Group, Inc.'s plan reported $2.4M in assets and 17 participants for 2025.

Original filing (PDF)20260515150335NAL0007745091001

Anderson Insurance Group, Inc.

Name: Anderson Insurance Group, Inc. — Anderson Insurance, Form 5500 (2025)
Creator: Anderson Insurance Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson Insurance Group, Inc. 401(k) Plan

401(k) retirement plan · Anderson Insurance Group, Inc.'s Anderson Insurance Group, Inc. 401(k) Plan held $2.4M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Anderson Insurance Group, Inc.'s EIN is 81-3800528.

EIN 81-3800528

Plan number 001

Plan year 2025

ACK ID 20260515150335NAL0007745091001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Anderson Insurance Group, Inc.'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 ANDERSON INSURANCE GROUP, INC..

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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