Original filing (PDF)20240723142613NAL0019949888001

EDUCATORS FINANCIAL STRATEGIES CORP

Name: EDUCATORS FINANCIAL STRATEGIES CORP — Form 5500 (2023)
Creator: EDUCATORS FINANCIAL STRATEGIES CORP

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDUCATORS FINANCIAL STRATEGIES CORP.

Plan sponsor

Name

EDUCATORS FINANCIAL STRATEGIES CORP

EIN

83-0365560

Address

1950 NORTHWESTERN AVE S STE 106 · STILLWATER, MN · 550826570

Phone

(651) 439-3131

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-23

Pension benefit codes

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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