Original filing (PDF)20251013170725NAL0000849459001

ANDERSON, MCPHARLIN & CONNERS

Name: ANDERSON, MCPHARLIN & CONNERS — ANDERSON, MCPHARLIN & CONNERS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ANDERSON, MCPHARLIN & CONNERS

Form 5500-SF

FILING_RECEIVED

ANDERSON, MCPHARLIN & CONNERS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.0M

Net assets (EOY)

$21.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDERSON, MCPHARLIN & CONNERS.

Plan sponsor

Name

ANDERSON, MCPHARLIN & CONNERS

EIN

95-1530000

Address

707 WISHIRE BLVD., SUITE 4000 · LOS ANGELES, CA · 90017

Phone

(213) 236-1682

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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