How big is Efinity Financial, LLC's plan?

Efinity Financial, LLC's plan reported $650K in assets and 123 participants for 2025.

Original filing (PDF)20260501221025NAL0002369506057

Efinity Financial, LLC

Name: Efinity Financial, LLC — Efinity Financial, LLC, Form 5500 (2025)
Creator: Efinity Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Efinity Financial, LLC 401(k) Plan

401(k) retirement plan · Efinity Financial, LLC's Efinity Financial, LLC 401(k) Plan held $650K in plan assets for 123 participants in 2025.

Signals · 1

No auditor on file

Active participants

123

Accounts w/ balance

113

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

People on this filing

Elantha Barry signed Efinity Financial, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Efinity Financial, LLC's EIN is 27-0414896.

EIN 27-0414896

Plan number 001

Plan year 2025

ACK ID 20260501221025NAL0002369506057

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Efinity Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Efinity Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off