· 2022–2024 · DOL EFAST2

Anand & Associates — Anand & Associates 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20251007105506NAL0002399331001

Anand & Associates

Form 5500-SF

FILING_RECEIVED

Anand & Associates 401(k) Plan

401(k) retirement plan · Anand & Associates' Anand & Associates 401(k) Plan held $2.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANAND & ASSOCIATES.

Plan sponsor

Name

ANAND & ASSOCIATES

EIN

Address

445 BROADHOLLOW ROAD · SUITE 120 · MELVILLE, NY · 11747

Phone

(516) 629-9905

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

The Hicksville Bank

Hicksville Bank Employees' Savings & Profit Sharing Plan and Trust

$2.9M · 44 participants

YNB 401(k) Plan

$2.9M · 54 participants

The Retirement Plan of the Citizens National Bank

The First National Bank of Hope

First National Bank of Hope 401(k) Profit Sharing Plan

$2.9M · 18 participants

Yankee Ridge, Inc.

Yankee Ridge, Inc. Retirement Savings Plan

$2.9M · 23 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.