How big is Ehret, Inc.'s plan?

Ehret, Inc.'s plan reported $672K in assets and 69 participants for 2023.

Original filing (PDF)20250714095218NAL0001254624001

Ehret, Inc.

Name: Ehret, Inc. — EPH 401(k) Retirement Plan, Form 5500 (2023)
Creator: Ehret, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EPH 401(k) Retirement Plan

401(k) retirement plan · Ehret, Inc.'s EPH 401(k) Retirement Plan held $672K in plan assets for 69 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$672K

Net assets (EOY)

$672K

People on this filing

Mark Ehret signed Ehret, Inc.'s 2023 Form 5500 as plan administrator.

Mark Ehret — 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

Ehret, Inc.'s EIN is 37-0711195.

EIN 37-0711195

Plan number 001

Plan year 2023

ACK ID 20250714095218NAL0001254624001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ehret, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

EHRET, INC.

EIN

all filings

Address

111 PREMIER DRIVE · BELLEVILLE, IL · 622203424

Phone

(618) 233-1018

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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