How big is Engler Financial Group, Inc.'s plan?

Engler Financial Group, Inc.'s plan reported $369K in assets and 1 participants for 2024.

Original filing (PDF)20250527180119NAL0016495602001

Engler Financial Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Engler Financial Group, Inc. held $369K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$369K

Net assets (EOY)

$369K

People on this filing

Conrad Engler signed Engler Financial Group, Inc.'s 2024 Form 5500 as plan administrator.

Conrad Engler — 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

Engler Financial Group, Inc.'s EIN is 84-5044272.

EIN 84-5044272

Plan number 001

Plan year 2024

ACK ID 20250527180119NAL0016495602001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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