Original filing (PDF)20260218101755NAL0006953201001

Elchert Financial, Inc.

Name: Elchert Financial, Inc. — Elchert Financial, Inc., Form 5500 (2025)
Creator: Elchert Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elchert Financial, Inc. 401(k) Plan

401(k) retirement plan · Elchert Financial, Inc.'s Elchert Financial, Inc. 401(k) Plan held $3.0M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ELCHERT FINANCIAL, INC.

EIN

47-2622089all filings

Address

2498 BLUESTONE DRIVE · SUITE A · FINDLAY, OH · 45840

Phone

(419) 420-6388

Industry