How big is Eckstein, Summers, Armbruster & Company, Inc.'s plan?

Eckstein, Summers, Armbruster & Company, Inc.'s plan reported $3.3M in assets and 3 participants for 2024.

Original filing (PDF)20250728152458NAL0003763282001

Eckstein, Summers, Armbruster & Company, Inc.

Name: Eckstein, Summers, Armbruster & Company, Inc. — Form 5500 Plan 002 (2024)
Creator: Eckstein, Summers, Armbruster & Company, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roland L Eckstein Profit Sharing Trust

Defined-contribution retirement plan · Eckstein, Summers, Armbruster & Company, Inc.'s Roland L Eckstein Profit Sharing Trust held $3.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Roland Eckstein signed Eckstein, Summers, Armbruster & Company, Inc.'s 2024 Form 5500 as plan administrator.

Roland Eckstein — 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

Eckstein, Summers, Armbruster & Company, Inc.'s EIN is 22-3155123.

EIN 22-3155123

Plan number 002

Plan year 2024

ACK ID 20250728152458NAL0003763282001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eckstein, Summers, Armbruster & Company, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eckstein, Summers, Armbruster & Company, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ECKSTEIN, SUMMERS, ARMBRUSTER & COMPANY, 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