How big is Anderson Insurance Services, LLC's plan?

Anderson Insurance Services, LLC's plan reported $144K in assets and 5 participants for 2024.

Original filing (PDF)20250712074422NAL0010277520001

Anderson Insurance Services, LLC

Name: Anderson Insurance Services, LLC — Anderson Insuranc, Form 5500 (2024)
Creator: Anderson Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson Insurance Services 401(k)

401(k) retirement plan · Anderson Insurance Services, LLC's Anderson Insurance Services 401(k) held $144K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

People on this filing

Shirley Horner signed Anderson Insurance Services, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Anderson Insurance Services, LLC's EIN is 83-3429583.

EIN 83-3429583

Plan number 001

Plan year 2024

ACK ID 20250712074422NAL0010277520001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson Insurance Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 SERVICES, 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