How big is Eagle Financial, LLC's plan?

Eagle Financial, LLC's plan reported $2.7M in assets and 2 participants for 2025.

Original filing (PDF)20260427051310NAL0018644946001

Eagle Financial, LLC

Name: Eagle Financial, LLC — Eagle Financial, LLC 401(k), Form 5500 (2025)
Creator: Eagle Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eagle Financial, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Eagle Financial, LLC's Eagle Financial, LLC 401(k) Profit Sharing Plan held $2.7M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Martin McGillivary signed Eagle Financial, LLC's 2025 Form 5500 as plan administrator.

Martin McGillivary — 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

Eagle Financial, LLC's EIN is 45-1437915.

EIN 45-1437915

Plan number 001

Plan year 2025

ACK ID 20260427051310NAL0018644946001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Eagle Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Eagle Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

EAGLE FINANCIAL, LLC

EIN

all filings

Address

2299 MIAMISBURG CENTERVILLE RD · DAYTON, OH · 45459

Phone

(937) 280-4977

Industry

Finance & Insurance

Plan administrator