How big is The Ecliptic Financial Advisors, Inc.'s plan?

The Ecliptic Financial Advisors, Inc.'s plan reported $261K in assets and 10 participants for 2024.

Original filing (PDF)20251001130612NAL0013258017001

The Ecliptic Financial Advisors, Inc.

Name: The Ecliptic Financial Advisors, Inc. — The Ecliptic, Form 5500 (2024)
Creator: The Ecliptic Financial Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Ecliptic Financial Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · The Ecliptic Financial Advisors, Inc.'s The Ecliptic Financial Advisors, Inc. 401(k) Profit Sharing Plan held $261K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$261K

Net assets (EOY)

$261K

Plan identifiers

The Ecliptic Financial Advisors, Inc.'s EIN is 31-1759436.

EIN 31-1759436

Plan number 002

Plan year 2024

ACK ID 20251001130612NAL0013258017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Ecliptic Financial Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Ecliptic Financial Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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