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

Anchor Peabody Financial Services, LLC's plan reported $701K in assets and 12 participants for 2024.

Original filing (PDF)20250717141008NAL0000618032001

Anchor Peabody Financial Services, LLC

Name: Anchor Peabody Financial Services, LLC — Form 5500 Plan 001 (2024)
Creator: Anchor Peabody Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anchor Peabody Financial Services, LLC 401(k) Plan

401(k) retirement plan · Anchor Peabody Financial Services, LLC's Anchor Peabody Financial Services, LLC 401(k) Plan held $701K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$701K

Net assets (EOY)

$701K

People on this filing

Marcus Bowie signed Anchor Peabody Financial Services, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Anchor Peabody Financial Services, LLC's EIN is 93-4376601.

EIN 93-4376601

Plan number 001

Plan year 2024

ACK ID 20250717141008NAL0000618032001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anchor Peabody Financial Services, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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