How big is ETNA Advisors, LLC's plan?

ETNA Advisors, LLC's plan reported $63K in assets and 3 participants for 2024.

Original filing (PDF)20250501135005NAL0003257793001

ETNA Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

ETNA Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · ETNA Advisors, LLC's ETNA Advisors, LLC Cash Balance Plan held $63K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

Robert Gavin signed ETNA Advisors, LLC's 2024 Form 5500 as plan administrator.

Robert Gavin — 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

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

EIN 47-2498131

Plan number 002

Plan year 2024

ACK ID 20250501135005NAL0003257793001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score