How big is Andrew Lee Ehrlich's plan?

Andrew Lee Ehrlich's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20250910101120NAL0013382483002

Andrew Lee Ehrlich

Name: Andrew Lee Ehrlich — The Andrew L. Ehrlich CFP, Form 5500 (2024)
Creator: Andrew Lee Ehrlich
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Andrew L. Ehrlich CFP 401(k) Plan

401(k) retirement plan · Andrew Lee Ehrlich's The Andrew L. Ehrlich CFP 401(k) Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Andrew Lee Ehrlich's EIN is 81-4528338.

EIN 81-4528338

Plan number 001

Plan year 2024

ACK ID 20250910101120NAL0013382483002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Andrew Lee Ehrlich from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Andrew Lee Ehrlich'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 ANDREW LEE EHRLICH.

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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