How big is Everest Advisory Group LLC's plan?

Everest Advisory Group LLC's plan reported $293K in assets and 2 participants for 2024.

Original filing (PDF)20251007165745NAL0008333328001

Everest Advisory Group LLC

Name: Everest Advisory Group LLC — Everest Advisory Group, Form 5500 (2024)
Creator: Everest Advisory Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Everest Advisory Group LLC 401(k) Plan

401(k) retirement plan · Everest Advisory Group LLC's Everest Advisory Group LLC 401(k) Plan held $293K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$293K

Net assets (EOY)

$293K

Plan identifiers

Everest Advisory Group LLC's EIN is 03-0533857.

EIN 03-0533857

Plan number 001

Plan year 2024

ACK ID 20251007165745NAL0008333328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Everest Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Everest Advisory Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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