How big is Ray & KAY Eckstein Charitable Trust's plan?

Ray & KAY Eckstein Charitable Trust's plan reported $374K in assets and 3 participants for 2025.

Original filing (PDF)20260407100604NAL0015544978001

Ray & KAY Eckstein Charitable Trust

Name: Ray & KAY Eckstein Charitable Trust — Ray & KAY, Form 5500 (2025)
Creator: Ray & KAY Eckstein Charitable Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ray & KAY Eckstein Charitable Trust 401(k) Plan

401(k) retirement plan · Ray & KAY Eckstein Charitable Trust's Ray & KAY Eckstein Charitable Trust 401(k) Plan held $374K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$374K

Net assets (EOY)

$374K

People on this filing

Laurie Latham signed Ray & KAY Eckstein Charitable Trust's 2025 Form 5500 as plan administrator.

Laurie Latham — 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

Ray & KAY Eckstein Charitable Trust's EIN is 39-6786592.

EIN 39-6786592

Plan number 001

Plan year 2025

ACK ID 20260407100604NAL0015544978001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ray & KAY Eckstein Charitable Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ray & KAY Eckstein Charitable Trust'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 RAY & KAY ECKSTEIN CHARITABLE TRUST.

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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