How big is Everest Financial Advisors, LLC's plan?

Everest Financial Advisors, LLC's plan reported $141K in assets and 3 participants for 2025.

Original filing (PDF)20260129073537NAL0005344129001

Everest Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Everest Financial Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Everest Financial Advisors, LLC's Everest Financial Advisors, LLC 401(k) Profit Sharing Plan held $141K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

Plan identifiers

Everest Financial Advisors, LLC's EIN is 27-1634852.

EIN 27-1634852

Plan number 001

Plan year 2025

ACK ID 20260129073537NAL0005344129001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Everest Financial Advisors, 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 EVEREST FINANCIAL ADVISORS, LLC.

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