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  2. Anchor Planning LLC

Filings through Oct 24, 2026.

Anchor Planning LLC

EIN 99-0431867-hospital & health care-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Health & Benefits
0
Participants
24
415 CHILLINGWORTH LANE - CHARLOTTE, NC 28211704-281-0009anchor-planning.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
1 filing
#002401(k)-$1.7M - 24 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

ANCHOR PLANNING 401(K) RETIREMENT PLAN

401(k)

Assets$1.7M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ANCHOR PLANNING 401(K) RETIREMENT PLAN401(k)$1.7M242025
  • ANCHOR PLANNING 401(K) RETIREMENT PLAN$1.7M
    #002 · 401(k) · 202524
Retirement plans
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