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ANCHOR PLANNING LLC — ANCHOR PLANNING 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260107164457NAL0010665874001
ANCHOR PLANNING LLC
Form 5500-SF
FILING_RECEIVED
ANCHOR PLANNING 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.7 mo
Active participants
15
Accounts w/ balance
20
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
87
/ 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
93
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ANCHOR PLANNING LLC
.
Find decision makers
Plan sponsor
Name
ANCHOR PLANNING LLC
EIN
99-0431867
Address
415 CHILLINGWORTH LANE · CHARLOTTE, NC · 28211
Phone
(704) 281-0009
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-07
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 1.7 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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