How big is Ancillary Consultants, LLC.'s plan?

Ancillary Consultants, LLC.'s plan reported $19K in assets and 4 participants for 2024.

Original filing (PDF)20250717141010NAL0000618128001

Ancillary Consultants, LLC.

Name: Ancillary Consultants, LLC. — Ancillary Consultants, Form 5500 (2024)
Creator: Ancillary Consultants, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ancillary Consultants, LLC. 401(k) Plan

401(k) retirement plan · Ancillary Consultants, LLC.'s Ancillary Consultants, LLC. 401(k) Plan held $19K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Marcus Bowie signed Ancillary Consultants, LLC.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Ancillary Consultants, LLC.'s EIN is 82-1037148.

EIN 82-1037148

Plan number 001

Plan year 2024

ACK ID 20250717141010NAL0000618128001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ancillary Consultants, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (89th percentile).

Plan sponsor

Name

ANCILLARY CONSULTANTS, LLC.

EIN

all filings

Address

16149 CHARLYA DR · TEMPLE, TX · 76502

Phone

(214) 770-7166

Industry

Wholesale Trade

Plan administrator