Andersen Tax Llc 401(k) Plan: Login, Facts & Contact Information

Andersen Tax Llc 401(k) Plan Facts

Plan name
ANDERSEN TAX LLC TAX REDUCTION INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ANDERSEN TAX LLC
Participants
2,557 (2,168 active employees)
Former employees with a balance
512
Plan assets
$336,948,424 at Dec 31, 2024
Average account balance
$125,493 across 2,685 accounts
Employer contributions
$3,839,789 in plan year 2024 (11% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2008
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $34.1 million went into the plan in contributions, $3.84 million of it from the employer (11%).
  • $20.2 million was paid out to participants.
  • Investment and other income added $40.5 million.
  • Administrative expenses were $250,914, about $93 per account.

How the Andersen Tax Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,587$164.0 million$1.52 million$8.58 million
20201,715$193.1 million$1.89 million$9.90 million
20211,715$239.6 million$2.32 million$7.95 million
20221,913$215.6 million$2.60 million$8.23 million
20232,152$282.8 million$3.61 million$7.98 million
20242,557$336.9 million$3.84 million$20.2 million

Andersen Tax Llc 401(k) Contact Information

Phone
213-335-5956
Mailing address
333 BUSH STREET SUITE 1700, SAN FRANCISCO CA 94104
Plan sponsor
ANDERSEN TAX LLC
Employer identification number (EIN)
33-1197384
Plan number
001

Questions about the Andersen Tax Llc 401(k)

Does Andersen Tax Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.84 million, 11% of all contributions.

Does the Andersen Tax Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Andersen Tax Llc 401(k) plan?

2,557 participants at the start of plan year 2024, 2,168 of them active employees, and 512 former employees who still had money in the plan.

What is the average 401(k) balance at Andersen Tax Llc?

About $125,493 per account: $336.9 million in plan assets across 2,685 accounts with a balance at the end of plan year 2024.

Who manages the Andersen Tax Llc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Andersen Tax Llc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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