How big is Euclid Financial Services, LLC's plan?

Euclid Financial Services, LLC's plan reported $156K in assets and 4 participants for 2024.

Original filing (PDF)20250716071730NAL0002878273002

Euclid Financial Services, LLC

Name: Euclid Financial Services, LLC — Euclid Financial, Form 5500 (2024)
Creator: Euclid Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Euclid Financial Services, LLC 401(k) Plan

401(k) retirement plan · Euclid Financial Services, LLC's Euclid Financial Services, LLC 401(k) Plan held $156K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

People on this filing

Louise Casiano signed Euclid Financial Services, LLC's 2024 Form 5500 as plan administrator.

Louise Casiano — 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

Euclid Financial Services, LLC's EIN is 27-4219005.

EIN 27-4219005

Plan number 001

Plan year 2024

ACK ID 20250716071730NAL0002878273002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Euclid Financial Services, 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 EUCLID FINANCIAL SERVICES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

EUCLID FINANCIAL SERVICES, LLC

EIN

all filings

Address

225 NEWMAN AVE. · RUMFORD, RI · 02916

Phone

(401) 727-2727

Industry

Professional & Technical Services

Plan administrator