How big is Anchor Financial Services, LLC's plan?

Anchor Financial Services, LLC's plan reported $452K in assets and 5 participants for 2024.

Original filing (PDF)20250926173327NAL0009635713001

Anchor Financial Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Anchor Financial Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Anchor Financial Services, LLC's Anchor Financial Services, LLC 401(k) Profit Sharing Plan held $452K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

Plan identifiers

Anchor Financial Services, LLC's EIN is 92-0625686.

EIN 92-0625686

Plan number 001

Plan year 2024

ACK ID 20250926173327NAL0009635713001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anchor Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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