How big is Ernst Investments, Inc.'s plan?

Ernst Investments, Inc.'s plan reported $901K in assets and 1 participants for 2024.

Original filing (PDF)20251231100207NAL0019805793001

Ernst Investments, Inc.

Name: Ernst Investments, Inc. — Ernst Investments, Inc., Form 5500 (2024)
Creator: Ernst Investments, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ernst Investments, Inc. 401(k) Plan

401(k) retirement plan · Ernst Investments, Inc.'s Ernst Investments, Inc. 401(k) Plan held $901K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$901K

Net assets (EOY)

$901K

Plan identifiers

Ernst Investments, Inc.'s EIN is 39-1205842.

EIN 39-1205842

Plan number 001

Plan year 2024

ACK ID 20251231100207NAL0019805793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ernst Investments, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ernst Investments, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ERNST INVESTMENTS, INC.

EIN

all filings

Address

7429 N CRAB LAKE DR · PREQUE ISLE, WI · 54557

Phone

(715) 904-0364

Industry

Real Estate

Plan administrator