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

Engler Financial Services, Inc.'s plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20251003145901NAL0002529152001

Engler Financial Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Engler Financial Services Inc. 401(k) Plan

401(k) retirement plan · Engler Financial Services, Inc.'s Engler Financial Services Inc. 401(k) Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Engler Financial Services, Inc.'s EIN is 22-3806643.

EIN 22-3806643

Plan number 001

Plan year 2024

ACK ID 20251003145901NAL0002529152001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Engler Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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