· 2022–2024 · DOL EFAST2

LADLIE TRACHSEL FINANCIAL ADVISORS INC. — LADLIE TRACHSEL INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250710081252NAL0003916867001

LADLIE TRACHSEL FINANCIAL ADVISORS INC.

Form 5500-SF

FILING_RECEIVED

LADLIE TRACHSEL INC 401(K) PLAN

401(k) retirement plan

Active participants

8

Accounts w/ balance

8

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score

90

/ 100

Grade A

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

66

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LADLIE TRACHSEL FINANCIAL ADVISORS INC..

Plan sponsor

Name

LADLIE TRACHSEL FINANCIAL ADVISORS INC.

DBA

RETIREMENT PLAN ADVISORS

EIN

26-2800469

Address

1 MID RIVERS MALL DR STE 358 · SAINT PETERS, MO · 633764323

Phone

(636) 278-5457

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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