Anser Advisory, LLC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Anser Advisory, LLC. (EIN 330690787)
  • Plan Type: 401(k)
  • Total Participants: 960
  • Total Assets: $65.2M
  • Sponsor State: FL

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024960$65.2M$5.4M$11.4M
2023917$42.6M$1.3M$2.7M

Service Providers

  • WISS & COMPANY LLP — Accountant / Independent Qualified Public Accountant

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