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ETESIAN WEALTH ADVISORS, INC — ETESIAN WEALTH ADVISORS, 401K, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250115175812NAL0022031233001
ETESIAN WEALTH ADVISORS, INC
Form 5500-SF
FILING_RECEIVED
ETESIAN WEALTH ADVISORS, 401K
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$543K
Net assets (EOY)
$543K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ETESIAN WEALTH ADVISORS, INC
.
Find decision makers
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 & Insurance
see 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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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
EVERSYS
EVERSYS
$525K · 15 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
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$12.1B
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MORLEY STABLE VALUE FUND
$11.1B
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PRINCIPAL LIFETIME HYBRID 2030 CIT
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