How big is Ancoris Capital Partners LLC's plan?

Ancoris Capital Partners LLC's plan reported $656K in assets and 3 participants for 2024.

Original filing (PDF)20250909074004NAL0020058049001

Ancoris Capital Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Ancoris Capital Partners LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Ancoris Capital Partners LLC's Ancoris Capital Partners LLC 401(k) Profit Sharing Plan held $656K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

Plan identifiers

Ancoris Capital Partners LLC's EIN is 83-3109033.

EIN 83-3109033

Plan number 001

Plan year 2024

ACK ID 20250909074004NAL0020058049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ancoris Capital Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ancoris Capital Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANCORIS CAPITAL PARTNERS 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