How big is E&E Financial's plan?

E&E Financial's plan reported $87K in assets and 4 participants for 2025.

Original filing (PDF)20260116113523NAL0018336161001

E&E Financial

Name: E&E Financial — E&E Financial 401(k) Plan, Form 5500 (2025)
Creator: E&E Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E&E Financial 401(k) Plan

401(k) retirement plan · E&E Financial's E&E Financial 401(k) Plan held $87K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

Plan identifiers

E&E Financial's EIN is 81-4771389.

EIN 81-4771389

Plan number 001

Plan year 2025

ACK ID 20260116113523NAL0018336161001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for E&E Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

E&E Financial'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 E&E FINANCIAL.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

E&E FINANCIAL

EIN

all filings

Address

2550 MERIDIAN BLVD. · SUITE 200 · FRANKLIN, TN · 37067

Phone

(619) 487-9638

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-01-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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