Original filing (PDF)20250523114259NAL0003367425002

EKS Financial Services, Inc. DBA EKS Retirement Services

Name: EKS Financial Services, Inc. DBA EKS Retirement Services — Form 5500 Plan 001 (2024)
Creator: EKS Financial Services, Inc. DBA EKS Retirement Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EKS Financial Services, Inc. DBA EKS Retirement Services Profit Sharing Plan

401(k) retirement plan · EKS Financial Services, Inc. DBA EKS Retirement Services' EKS Financial Services, Inc. DBA EKS Retirement Services Profit Sharing Plan held $1.0M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

EKS Financial Services, Inc. DBA EKS Retirement Services' EIN is 88-0364219.

EIN 88-0364219

Plan number 001

Plan year 2024

ACK ID 20250523114259NAL0003367425002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

EKS Financial Services, Inc. DBA EKS Retirement Services' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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