How big is Anchor Planning LLC's plan?

Anchor Planning LLC's plan reported $1.1M in assets and 15 participants for 2024.

Original filing (PDF)20260107164457NAL0010665874001

Anchor Planning LLC

Name: Anchor Planning LLC — Anchor Planning 401(k), Form 5500 (2024)
Creator: Anchor Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Anchor Planning 401(k) Retirement Plan

401(k) retirement plan · Anchor Planning LLC's Anchor Planning 401(k) Retirement Plan held $1.1M in plan assets for 15 participants in 2024.

Signals · 1

Late filing · 1.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Heather Oberg signed Anchor Planning LLC's 2024 Form 5500 as plan administrator.

Heather Oberg — 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 Planning LLC's EIN is 99-0431867.

EIN 99-0431867

Plan number 002

Plan year 2024

ACK ID 20260107164457NAL0010665874001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Anchor Planning LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANCHOR PLANNING LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off