How big is Ernst Financial Services, LLC's plan?

Ernst Financial Services, LLC's plan reported $951K in assets and 3 participants for 2022.

Original filing (PDF)20230516144924NAL0000690753001

Ernst Financial Services, LLC

Name: Ernst Financial Services, LLC — Ernst Financial, Form 5500 (2022)
Creator: Ernst Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ernst Financial Group Retirement Savings Plan

401(k) retirement plan · Ernst Financial Services, LLC's Ernst Financial Group Retirement Savings Plan held $951K in plan assets for 3 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$951K

Net assets (EOY)

$951K

Plan identifiers

Ernst Financial Services, LLC's EIN is 04-3539668.

EIN 04-3539668

Plan number 001

Plan year 2022

ACK ID 20230516144924NAL0000690753001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Ernst Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Ernst Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERNST FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score