How big is Securestate Financial Services Inc.'s plan?

Securestate Financial Services Inc.'s plan reported $1.1M in assets and 3 participants for 2025.

Original filing (PDF)20260507115942NAL0003271824001

Securestate Financial Services Inc.

Name: Securestate Financial Services Inc. — Securestate, Form 5500 (2025)
Creator: Securestate Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Securestate 401(k) Plan

401(k) retirement plan · Securestate Financial Services Inc.'s Securestate 401(k) Plan held $1.1M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Charles Werckenthien signed Securestate Financial Services Inc.'s 2025 Form 5500 as plan administrator.

Charles Werckenthien — 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

Securestate Financial Services Inc.'s EIN is 35-1985115.

EIN 35-1985115

Plan number 001

Plan year 2025

ACK ID 20260507115942NAL0003271824001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Securestate Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Securestate Financial Services Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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