How big is Eslick Financial Group's plan?

Eslick Financial Group's plan reported $684K in assets and 3 participants for 2025.

Original filing (PDF)20260507091333NAL0002584193001

Eslick Financial Group

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

Form 5500-SF

FILING_RECEIVED

Eslick Financial Group, Inc. 401(k) P/S Plan

401(k) retirement plan · Eslick Financial Group's Eslick Financial Group, Inc. 401(k) P/S Plan held $684K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$684K

Net assets (EOY)

$684K

People on this filing

Kevin M. Eslick signed Eslick Financial Group's 2025 Form 5500 as plan administrator.

Kevin M. Eslick — 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

Eslick Financial Group's EIN is 20-4506097.

EIN 20-4506097

Plan number 001

Plan year 2025

ACK ID 20260507091333NAL0002584193001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Eslick Financial Group's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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