How big is Egidio Financial Inc.'s plan?

Egidio Financial Inc.'s plan reported $3.4M in assets and 11 participants for 2024.

Original filing (PDF)20250528133512NAL0017672770001

Egidio Financial Inc.

Name: Egidio Financial Inc. — Egidio Financial Inc. 401(k), Form 5500 (2024)
Creator: Egidio Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Egidio Financial Inc. 401(k) PS Plan

401(k) retirement plan · Egidio Financial Inc.'s Egidio Financial Inc. 401(k) PS Plan held $3.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Mark Egidio signed Egidio Financial Inc.'s 2024 Form 5500 as plan administrator.

Mark Egidio — 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

Egidio Financial Inc.'s EIN is 26-0284128.

EIN 26-0284128

Plan number 001

Plan year 2024

ACK ID 20250528133512NAL0017672770001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Egidio Financial 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 EGIDIO FINANCIAL 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