Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANDERSON GENERAL MANAGEMENT LLC
EIN 46-3077152insuranceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANDERSON GENERAL MANAGEMENT, LLC 401(K) PLAN
403b
Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ANDERSON GENERAL MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANDERSON GENERAL MANAGEMENT, LLC 401(K) PLAN | 403b | $1.5M | 8 | 2025 | |
| 002 | ANDERSON GENERAL MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $1.1M | 4 | 2025 |
Retirement plans