How big is Kelly L Andersen PC's plan?

Kelly L Andersen PC's plan reported $2.4M in assets and 5 participants for 2024.

Original filing (PDF)20250718131933NAL0001795777001

Kelly L Andersen PC

Name: Kelly L Andersen PC — Kelly L. Andersen PC 401(k), Form 5500 (2024)
Creator: Kelly L Andersen PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kelly L. Andersen PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kelly L Andersen PC's Kelly L. Andersen PC 401(k) Profit Sharing Plan & Trust held $2.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Kelly L Andersen PC's EIN is 93-1217442.

EIN 93-1217442

Plan number 001

Plan year 2024

ACK ID 20250718131933NAL0001795777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelly L Andersen PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelly L Andersen PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY L ANDERSEN PC.

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