How big is Esteem Finance LLC's plan?

Esteem Finance LLC's plan reported $557K in assets and 2 participants for 2025.

Original filing (PDF)20260513163631NAL0006957971001

Esteem Finance LLC

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

Form 5500-SF

FILING_RECEIVED

Esteem Finance LLC 401(k) Plan

401(k) retirement plan · Esteem Finance LLC's Esteem Finance LLC 401(k) Plan held $557K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$557K

Net assets (EOY)

$557K

People on this filing

ARIF Maknojia signed Esteem Finance LLC's 2025 Form 5500 as plan administrator.

ARIF Maknojia — 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

Esteem Finance LLC's EIN is 45-2450996.

EIN 45-2450996

Plan number 001

Plan year 2025

ACK ID 20260513163631NAL0006957971001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Esteem Finance LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESTEEM FINANCE 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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ESTEEM FINANCE LLC

EIN

all filings

Address

10310 W GRAND PARKWAY S, # 201 · RICHMOND, TX · 77406

Phone

(713) 337-3100

Industry

Finance & Insurance

Plan administrator