How big is Gretchen Butler - Financial Advisor's plan?

Gretchen Butler - Financial Advisor's plan reported $189K in assets and 4 participants for 2024.

Original filing (PDF)20250523115418NAL0002719987001

Gretchen Butler - Financial Advisor

Name: Gretchen Butler - Financial Advisor — Gretchen, Form 5500 (2024)
Creator: Gretchen Butler - Financial Advisor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gretchen Butlerfinancial Advisor 401(k)

401(k) retirement plan · Gretchen Butler - Financial Advisor's Gretchen Butlerfinancial Advisor 401(k) held $189K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

People on this filing

Gretchen Butler signed Gretchen Butler - Financial Advisor's 2024 Form 5500 as plan administrator.

Gretchen Butler — 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

Gretchen Butler - Financial Advisor's EIN is 27-0407104.

EIN 27-0407104

Plan number 001

Plan year 2024

ACK ID 20250523115418NAL0002719987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gretchen Butler - Financial Advisor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gretchen Butler - Financial Advisor'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 GRETCHEN BUTLER - FINANCIAL ADVISOR.

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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