How big is First Anchor Wealth Management, LLC's plan?

First Anchor Wealth Management, LLC's plan reported $793K in assets and 3 participants for 2025.

Original filing (PDF)20260505143658NAL0001041361001

First Anchor Wealth Management, LLC

Name: First Anchor Wealth Management, LLC — First Anchor, Form 5500 (2025)
Creator: First Anchor Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Anchor Weath Management 401(k) Profit Sharing Plan

401(k) retirement plan · First Anchor Wealth Management, LLC's First Anchor Weath Management 401(k) Profit Sharing Plan held $793K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

Plan identifiers

First Anchor Wealth Management, LLC's EIN is 82-2812644.

EIN 82-2812644

Plan number 001

Plan year 2025

ACK ID 20260505143658NAL0001041361001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for First Anchor Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

First Anchor Wealth Management, LLC'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 FIRST ANCHOR WEALTH MANAGEMENT, LLC.

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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