Original filing (PDF)20240503220234NAL0020269921006

ANCHOR WEALTH PARTNERS, LLC

Name: ANCHOR WEALTH PARTNERS, LLC — ANCHOR WEALTH PARTNERS 401(K) PLAN, Form 5500 (2023)
Creator: ANCHOR WEALTH PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

ANCHOR WEALTH PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

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.

Decision-maker contacts

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

Plan sponsor

Name

ANCHOR WEALTH PARTNERS, LLC

EIN

86-1247703all filings

Address

W233N2080 RIDGEVIEW PKWY · 200 · WAUKESHA, WI · 53188

Phone

(262) 565-6702

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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