How big is Suttner Financial, LLC's plan?

Suttner Financial, LLC's plan reported $1.1M in assets and 5 participants for 2025.

Original filing (PDF)20260303081657NAL0003111520001

Suttner Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Suttner Financial, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Suttner Financial, LLC's Suttner Financial, LLC 401(k) Profit Sharing Plan held $1.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Suttner Financial, LLC's EIN is 87-3764981.

EIN 87-3764981

Plan number 001

Plan year 2025

ACK ID 20260303081657NAL0003111520001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off