How big is Cutler Financial Services, LLC's plan?

Cutler Financial Services, LLC's plan reported $1.4M in assets and 4 participants for 2025.

Original filing (PDF)20260504120228NAL0004959600001

Cutler Financial Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Cutler Financial Services, LLC 401(k) Plan

401(k) retirement plan · Cutler Financial Services, LLC's Cutler Financial Services, LLC 401(k) Plan held $1.4M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Craig Cutler signed Cutler Financial Services, LLC's 2025 Form 5500 as plan administrator.

Craig Cutler — 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

Cutler Financial Services, LLC's EIN is 57-1151008.

EIN 57-1151008

Plan number 001

Plan year 2025

ACK ID 20260504120228NAL0004959600001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cutler Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cutler Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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