How big is ED Martell & Associates, a SOLE Proprietorship's plan?

ED Martell & Associates, a SOLE Proprietorship's plan reported $595K in assets and 2 participants for 2024.

Original filing (PDF)20250915195914NAL0000870147001

ED Martell & Associates, a SOLE Proprietorship

Name: ED Martell & Associates, a SOLE Proprietorship — Form 5500 Plan 001 (2024)
Creator: ED Martell & Associates, a SOLE Proprietorship
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Successful Financial Strategies Pension Plan

Defined-benefit pension plan · ED Martell & Associates, a SOLE Proprietorship's Successful Financial Strategies Pension Plan held $595K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$595K

Net assets (EOY)

$595K

People on this filing

Edward G. Martell signed ED Martell & Associates, a SOLE Proprietorship's 2024 Form 5500 as plan administrator.

Edward G. Martell — 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

ED Martell & Associates, a SOLE Proprietorship's EIN is 33-0668686.

EIN 33-0668686

Plan number 001

Plan year 2024

ACK ID 20250915195914NAL0000870147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ED Martell & Associates, a SOLE Proprietorship from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ED Martell & Associates, a SOLE Proprietorship's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ED MARTELL & ASSOCIATES, A SOLE PROPRIETORSHIP.

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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