How big is Satre Financial Group, Inc.'s plan?

Satre Financial Group, Inc.'s plan reported $954K in assets and 9 participants for 2024.

Original filing (PDF)20251010122232NAL0007710209001

Satre Financial Group, Inc.

Name: Satre Financial Group, Inc. — Satre Financial Group, Form 5500 (2024)
Creator: Satre Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Satre Financial Group, Inc. 401(k) Plan

401(k) retirement plan · Satre Financial Group, Inc.'s Satre Financial Group, Inc. 401(k) Plan held $954K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

Plan identifiers

Satre Financial Group, Inc.'s EIN is 76-0673897.

EIN 76-0673897

Plan number 001

Plan year 2024

ACK ID 20251010122232NAL0007710209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Satre Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Satre Financial Group, Inc.'s plan includes profit-sharing, 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 SATRE FINANCIAL GROUP, INC..

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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