How big is Everhart Advisors' plan?

Everhart Advisors' plan reported $17.0M in assets and 52 participants for 2024.

Original filing (PDF)20251013070131NAL0002042226001

Everhart Advisors

Name: Everhart Advisors — Everhart Advisors 401(k) Profit, Form 5500 (2024)
Creator: Everhart Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Everhart Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Everhart Advisors' Everhart Advisors 401(k) Profit Sharing Plan held $17.0M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

People on this filing

Anthony Warren signed Everhart Advisors' 2024 Form 5500 as plan administrator.

Anthony Warren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Everhart Advisors' EIN is 31-1440043.

EIN 31-1440043

Plan number 001

Plan year 2024

ACK ID 20251013070131NAL0002042226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Everhart Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Everhart Advisors' 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 EVERHART ADVISORS.

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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