How big is Amara Financial, LLC's plan?

Amara Financial, LLC's plan reported $646K in assets and 3 participants for 2025.

Original filing (PDF)20260422221919NAL0004107521098

Amara Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Amara Financial 401(k) Plan

401(k) retirement plan · Amara Financial, LLC's Amara Financial 401(k) Plan held $646K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

People on this filing

Elantha Barry signed Amara Financial, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Amara Financial, LLC's EIN is 84-5096818.

EIN 84-5096818

Plan number 001

Plan year 2025

ACK ID 20260422221919NAL0004107521098

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Amara Financial, LLC'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 AMARA FINANCIAL, LLC.

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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