Form 5500 Search

ANDERSON FINANCIAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
22
Active participants
13,235
Total plan assets
$719.5M
Filings (rows)
22
Direct comp
$669K
Indirect comp
$0
Aggregating 2 name variants under "ANDERSON FINANCIAL"

SERVICES PROVIDED

Advisor / Consultant14
Other7
Accountant / Auditor1

Top plans served

All 22 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
ONE CALL CORPORATION
ONE CALL COMBINED 401(K) PROFIT SHARING PLAN
JACKSONVILLE, FL
Advisor / Consultant
CONSULTANT
1,929$97.7M$40K
ONE CALL CORPORATION
ONE CALL COMBINED 401(K) PROFIT SHARING PLAN
JACKSONVILLE, FL
Advisor / Consultant
CONSULTANT
1,995$89.1M$30K
ONE CALL CORPORATION
ONE CALL COMBINED 401(K) PROFIT SHARING PLAN
JACKSONVILLE, FL
Advisor / Consultant
CONSULTANT
2,106$77.6M$50K
ALIVIA CARE, INC.
ALIVIA CARE, INC. 403(B) RETIREMENT PLAN
JACKSONVILLE, FL
Advisor / Consultant
INVESTMENT MANAGEMENT
1,155$47.1M$20K
ALIVIA CARE, INC.
ALIVIA CARE, INC. 403(B) RETIREMENT PLAN
JACKSONVILLE, FL
Advisor / Consultant
INVESTMENT MANAGEMENT
1,192$42.5M$20K
BARNES, DENNIG & CO., LTD.
BARNES, DENNIG & CO., LTD. PROFIT SHARING PLAN
CINCINNATI, OH
Advisor / Consultant
FINANCIAL ADVISOR
157$39.3M$26K
BARNES, DENNIG & CO., LTD.
BARNES, DENNIG & CO., LTD. PROFIT SHARING PLAN
CINCINNATI, OH
Advisor / Consultant
FINANCIAL ADVISOR
148$38.0M$32K
ALIVIA CARE, INC.
ALIVIA CARE, INC. 403(B) RETIREMENT PLAN
JACKSONVILLE, FL
Accountant / Auditor
ACCOUNTANT
1,154$35.3M$25K
BARNES, DENNIG & CO., LTD.
BARNES, DENNIG & CO., LTD. PROFIT SHARING PLAN
CINCINNATI, OH
Advisor / Consultant
FINANCIAL ADVISOR
143$34.6M$30K
PEERLESS TECHNOLOGIES CORPORATION
PEERLESS TECHNOLOGIES CORPORATION 401(K) PLAN
FAIRBORN, OH
Advisor / Consultant
INVESTMENT ADVISOR
395$31.7M$66K
PEERLESS TECHNOLOGIES CORPORATION
PEERLESS TECHNOLOGIES CORPORATION 401(K) PLAN
FAIRBORN, OH
Advisor / Consultant
INVESTMENT ADVISOR
419$29.7M$58K
PEERLESS TECHNOLOGIES CORPORATION
PEERLESS TECHNOLOGIES CORPORATION 401(K) PLAN
FAIRBORN, OH
Advisor / Consultant
INVESTMENT ADVISOR
467$26.6M$57K
VENTECH SOLUTIONS INC
VENTECH SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST
COLUMBUS, OH
Other
RETAINED BY EMPLOYER
113$26.4M$65K
DRIVETRAIN GROUP HOLDING CORP
DRIVETRAIN GROUP HOLDING CORPORATION EMPLOYEE SAVINGS PLAN
CRAWFORDSVILLE, IN
Advisor / Consultant
CONSULTANT
365$21.9M$15K
DRIVETRAIN GROUP HOLDING CORP
DRIVETRAIN GROUP HOLDING CORPORATION EMPLOYEE SAVINGS PLAN
CRAWFORDSVILLE, IN
Advisor / Consultant
CONSULTANT
394$21.7M$10K
VENTECH SOLUTIONS INC
VENTECH SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST
COLUMBUS, OH
Other
RETAINED BY EMPLOYER
70$20.7M$56K
DRIVETRAIN GROUP HOLDING CORP
DRIVETRAIN GROUP HOLDING CORPORATION EMPLOYEE SAVINGS PLAN
CRAWFORDSVILLE, IN
Advisor / Consultant
CONSULTANT
410$19.9M$10K
GRAY AMERICA CORP.
GRAY AMERICA CORP. SAVINGS & & RETIREMENT PLAN
MORAINE, OH
Other
INVESTMENT/FINANCIAL ADVI
106$4.9M$15K
GRAY AMERICA CORP.
GRAY AMERICA CORP. SAVINGS & & RETIREMENT PLAN
MORAINE, OH
Other
INVESTMENT/FINANCIAL ADVI
83$4.8M$17K
GRAY AMERICA CORP.
GRAY AMERICA CORP. SAVINGS & RETIREMENT PLAN
MORAINE, OH
Other
INVESTMENT/FINANCIAL ADVI
113$4.2M$10K
EVANS MOTORWORKS, INC.
EVANS MOTORWORKS, INC. RETIREMENT SAVINGS PLAN
CENTERVILLE, OH
Other
INVESTMENT/FINANCIAL ADVI
66$3.1M$11K
THE LISINSKI LAW FIRM
THE LISINSKI LAW FIRM 401(K) PLAN
POWELL, OH
Other
NONE
255$2.7M$6K