How big is Estess, Trevathan and Company LLC's plan?

Estess, Trevathan and Company LLC's plan reported $1.2M in assets and 11 participants for 2024.

Original filing (PDF)20250908154711NAL0012017587001

Estess, Trevathan and Company LLC

Name: Estess, Trevathan and Company LLC — ETC 401(k) Plan, Form 5500 (2024)
Creator: Estess, Trevathan and Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ETC 401(k) Plan

401(k) retirement plan · Estess, Trevathan and Company LLC's ETC 401(k) Plan held $1.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

LORI Estess signed Estess, Trevathan and Company LLC's 2024 Form 5500 as plan administrator.

LORI Estess — 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

Estess, Trevathan and Company LLC's EIN is 27-3543100.

EIN 27-3543100

Plan number 001

Plan year 2024

ACK ID 20250908154711NAL0012017587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Estess, Trevathan and Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Estess, Trevathan and Company LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESTESS, TREVATHAN AND COMPANY 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