How big is Essential Advisory Services' plan?

Essential Advisory Services' plan reported $168K in assets and 4 participants for 2024.

Original filing (PDF)20250917174340NAL0000363235001

Essential Advisory Services

Name: Essential Advisory Services — Essential Advisory, Form 5500 (2024)
Creator: Essential Advisory Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Essential Advisory Services 401(k) Profit Sharing Plan

401(k) retirement plan · Essential Advisory Services' Essential Advisory Services 401(k) Profit Sharing Plan held $168K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

Matthew Schechner signed Essential Advisory Services' 2024 Form 5500 as plan administrator.

Matthew Schechner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Essential Advisory Services' EIN is 83-0775611.

EIN 83-0775611

Plan number 001

Plan year 2024

ACK ID 20250917174340NAL0000363235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Essential Advisory Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Essential Advisory Services' 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 ESSENTIAL ADVISORY SERVICES.

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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