How big is EGSI Financial Services, Inc.'s plan?

EGSI Financial Services, Inc.'s plan reported $497K in assets and 6 participants for 2024.

Original filing (PDF)20250908135716NAL0032551376001

EGSI Financial Services, Inc.

Name: EGSI Financial Services, Inc. — EGSI Financial, Form 5500 (2024)
Creator: EGSI Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EGSI Financial 401(k) Plan

401(k) retirement plan · EGSI Financial Services, Inc.'s EGSI Financial 401(k) Plan held $497K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

People on this filing

Michael Vanderford signed EGSI Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Michael Vanderford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

EGSI Financial Services, Inc.'s EIN is 20-0011603.

EIN 20-0011603

Plan number 001

Plan year 2024

ACK ID 20250908135716NAL0032551376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EGSI Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EGSI Financial Services, Inc.'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 EGSI FINANCIAL SERVICES, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

EGSI FINANCIAL SERVICES, INC.

EIN

all filings

Address

6001 TAM DR. · DUBLIN, OH · 43017

Phone

(614) 526-4118

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator