How big is Ankona Capital's plan?

Ankona Capital's plan reported $358K in assets and 5 participants for 2024.

Original filing (PDF)20250915191440NAL0001401649001

Ankona Capital

Name: Ankona Capital — Ankona Capital 401(k) Plan, Form 5500 (2024)
Creator: Ankona Capital
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ankona Capital 401(k) Plan

401(k) retirement plan · Ankona Capital's Ankona Capital 401(k) Plan held $358K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$358K

Net assets (EOY)

$358K

People on this filing

Brian Mesic signed Ankona Capital's 2024 Form 5500 as plan administrator.

Brian Mesic — 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

Ankona Capital's EIN is 84-2664739.

EIN 84-2664739

Plan number 001

Plan year 2024

ACK ID 20250915191440NAL0001401649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ankona Capital's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

ANKONA CAPITAL

EIN

all filings

Address

120 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA · 92660

Phone

(949) 799-0002

Industry

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

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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