How big is ETNA Advisors, LLC's plan?

ETNA Advisors, LLC's plan reported $904K in assets and 7 participants for 2024.

Original filing (PDF)20250328160756NAL0000733395001

ETNA Advisors, LLC

Name: ETNA Advisors, LLC — ETNA Advisors, LLC 401(k) Plan, Form 5500 (2024)
Creator: ETNA Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ETNA Advisors, LLC 401(k) Plan

401(k) retirement plan · ETNA Advisors, LLC's ETNA Advisors, LLC 401(k) Plan held $904K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

Plan identifiers

ETNA Advisors, LLC's EIN is 47-2498131.

EIN 47-2498131

Plan number 001

Plan year 2024

ACK ID 20250328160756NAL0000733395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ETNA Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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