Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANDERSON ALEXANDER, PLLC
EIN 83-0913849Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
43
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 43 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#002
ANDERSON ALEXANDER, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ANDERSON ALEXANDER, PLLC 401(K) PLAN
401k
Assets$875K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ANDERSON ALEXANDER, PLLC CASH BALANCE PLAN | CashBalance | $1.8M | 22 | 2025 | |
| 001 | ANDERSON ALEXANDER, PLLC 401(K) PLAN | 401k | $875K | 21 | 2025 |
Retirement plans