How big is Anderson, Lucas, Somerville & Borges LLP's plan?

Anderson, Lucas, Somerville & Borges LLP's plan reported $1.7M in assets and 10 participants for 2024.

Original filing (PDF)20250821184031NAL0002230179001

Anderson, Lucas, Somerville & Borges LLP

Name: Anderson, Lucas, Somerville & Borges LLP — Form 5500 Plan 001 (2024)
Creator: Anderson, Lucas, Somerville & Borges LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anderson, Lucas, Somerville & Borges 401(k) Profit Sharing Plan

401(k) retirement plan · Anderson, Lucas, Somerville & Borges LLP's Anderson, Lucas, Somerville & Borges 401(k) Profit Sharing Plan held $1.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Anderson, Lucas, Somerville & Borges LLP's EIN is 94-1167235.

EIN 94-1167235

Plan number 001

Plan year 2024

ACK ID 20250821184031NAL0002230179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Anderson, Lucas, Somerville & Borges LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Anderson, Lucas, Somerville & Borges LLP's plan includes profit-sharing, 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 ANDERSON, LUCAS, SOMERVILLE & BORGES LLP.

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

Knocking points off