How big is Anchor Trust Management, LLC's plan?

Anchor Trust Management, LLC's plan reported $435K in assets and 3 participants for 2025.

Original filing (PDF)20260408154359NAL0014014322001

Anchor Trust Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Anchor Trust Management, LLC 401(k) Plan

401(k) retirement plan · Anchor Trust Management, LLC's Anchor Trust Management, LLC 401(k) Plan held $435K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$435K

Net assets (EOY)

$435K

Plan identifiers

Anchor Trust Management, LLC's EIN is 85-0843447.

EIN 85-0843447

Plan number 001

Plan year 2025

ACK ID 20260408154359NAL0014014322001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Anchor Trust Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANCHOR TRUST MANAGEMENT, LLC.

Finding similar companies…

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