How big is Ellrich Wealth Advisors, LLC's plan?

Ellrich Wealth Advisors, LLC's plan reported $595K in assets and 4 participants for 2024.

Original filing (PDF)20250630164800NAL0012041457001

Ellrich Wealth Advisors, LLC

Name: Ellrich Wealth Advisors, LLC — Ellrich Wealth, Form 5500 (2024)
Creator: Ellrich Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ellrich Wealth Advisors, LLC. 401(k) Plan & Trust

401(k) retirement plan · Ellrich Wealth Advisors, LLC's Ellrich Wealth Advisors, LLC. 401(k) Plan & Trust held $595K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$595K

Net assets (EOY)

$595K

People on this filing

Shirley Horner signed Ellrich Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Ellrich Wealth Advisors, LLC's EIN is 46-5093272.

EIN 46-5093272

Plan number 001

Plan year 2024

ACK ID 20250630164800NAL0012041457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ellrich Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ellrich Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELLRICH WEALTH ADVISORS, 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