How big is ETR Financial LLC's plan?

ETR Financial LLC's plan reported $1.8M in assets and 5 participants for 2024.

Original filing (PDF)20250604113615NAL0008380899001

ETR Financial LLC

Name: ETR Financial LLC — ETR Financial LLC 401(k) Plan, Form 5500 (2024)
Creator: ETR Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ETR Financial LLC 401(k) Plan

401(k) retirement plan · ETR Financial LLC's ETR Financial LLC 401(k) Plan held $1.8M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

ETR Financial LLC's EIN is 27-3119662.

EIN 27-3119662

Plan number 001

Plan year 2024

ACK ID 20250604113615NAL0008380899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ETR Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ETR Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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