How big is ETRE Associates, Ltd.'s plan?

ETRE Associates, Ltd.'s plan reported $5.5M in assets and 28 participants for 2024.

Original filing (PDF)20250918140745NAL0003352082001

ETRE Associates, Ltd.

Name: ETRE Associates, Ltd. — ETRE Associates, Ltd. 401(k), Form 5500 (2024)
Creator: ETRE Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ETRE Associates, Ltd. 401(k) Plan

401(k) retirement plan · ETRE Associates, Ltd.'s ETRE Associates, Ltd. 401(k) Plan held $5.5M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Deborah Collins signed ETRE Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Deborah Collins — Plan Administrator — Form 5500 signer
Samuel ETRE — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ETRE Associates, Ltd.'s EIN is 13-3812041.

EIN 13-3812041

Plan number 001

Plan year 2024

ACK ID 20250918140745NAL0003352082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ETRE Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ETRE Associates, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ETRE ASSOCIATES, LTD.

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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