How big is Eaton Financial Group's plan?

Eaton Financial Group's plan reported $236K in assets and 4 participants for 2024.

Original filing (PDF)20250717182202NAL0001316578001

Eaton Financial Group

Name: Eaton Financial Group — Eaton Financial Group 401(k), Form 5500 (2024)
Creator: Eaton Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eaton Financial Group 401(k) Plan

401(k) retirement plan · Eaton Financial Group's Eaton Financial Group 401(k) Plan held $236K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

Plan identifiers

Eaton Financial Group's EIN is 82-3226888.

EIN 82-3226888

Plan number 001

Plan year 2024

ACK ID 20250717182202NAL0001316578001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Eaton Financial Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

EATON FINANCIAL GROUP

EIN

all filings

Address

3111 N UNIVERSITY DR · CORAL SPRINGS, FL · 33065

Phone

(917) 509-2306

Industry

Finance & Insurance

Plan administrator