Original filing (PDF)20250115175812NAL0022031233001

ETESIAN WEALTH ADVISORS, INC

Name: ETESIAN WEALTH ADVISORS, INC — ETESIAN WEALTH ADVISORS, 401K, Form 5500 (2024)
Creator: ETESIAN WEALTH ADVISORS, INC

Form 5500-SF

FILING_RECEIVED

ETESIAN WEALTH ADVISORS, 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ETESIAN WEALTH ADVISORS, INC.

Plan sponsor

Name

ETESIAN WEALTH ADVISORS, INC

EIN

27-1100313

Address

1969 WILLAMETTE FALLS DR STE 200 · WEST LINN, OR · 970684660

Phone

(503) 387-3615

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

2025-01-15

Pension benefit codes

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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