How big is Erickson Financial Advisors' plan?

Erickson Financial Advisors' plan reported $2.3M in assets and 3 participants for 2025.

Original filing (PDF)20260423091436NAL0010031986001

Erickson Financial Advisors

Name: Erickson Financial Advisors — Erickson Financial, Form 5500 (2025)
Creator: Erickson Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Erickson Financial Advisors 401(k) Plan

401(k) retirement plan · Erickson Financial Advisors' Erickson Financial Advisors 401(k) Plan held $2.3M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

LISA Morgan signed Erickson Financial Advisors' 2025 Form 5500 as plan administrator.

LISA Morgan — 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

Erickson Financial Advisors' EIN is 20-2063586.

EIN 20-2063586

Plan number 001

Plan year 2025

ACK ID 20260423091436NAL0010031986001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Erickson Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Erickson Financial Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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