Original filing (PDF)20250512154945NAL0038228338001

EASLEY & ASSOCIATES INC. DBA EASLEY WEALTH MANAGEMENT

Name: EASLEY & ASSOCIATES INC. DBA EASLEY WEALTH MANAGEMENT — EWM 401(K) PLAN, Form 5500 (2024)
Creator: EASLEY & ASSOCIATES INC. DBA EASLEY WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

EWM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$417K

Net assets (EOY)

$417K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EASLEY & ASSOCIATES INC. DBA EASLEY WEALTH MANAGEMENT.

Plan sponsor

Name

EASLEY & ASSOCIATES INC. DBA EASLEY WEALTH MANAGEMENT

EIN

26-4191307all filings

Address

75-5660 KOPIKO STREET, SUITE 1A · KAILUA-KONA, HI · 96740

Phone

(808) 334-1645

Industry

Finance & Insurancesee all

Plan administrator