Original filing (PDF)20260313150533NAL0007947552001

ETR ASSOCIATES, INC.

Name: ETR ASSOCIATES, INC. — ETR ASSOCIATES, INC. PROTOTYPE QUALIFIED MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: ETR ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ETR ASSOCIATES, INC. PROTOTYPE QUALIFIED MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ETR ASSOCIATES, INC..

Plan sponsor

Name

ETR ASSOCIATES, INC.

EIN

94-2760764

Address

500 WESTRIDGE DRIVE · SUITE 102 · WATSONVILLE, CA · 95076

Phone

(831) 438-4060

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-13

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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