How big is Egermier Wealth Group's plan?

Egermier Wealth Group's plan reported $834K in assets and 6 participants for 2024.

Original filing (PDF)20251008171224NAL0006177201001

Egermier Wealth Group

Name: Egermier Wealth Group — Egermier Wealth Group 401(k), Form 5500 (2024)
Creator: Egermier Wealth Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Egermier Wealth Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Egermier Wealth Group's Egermier Wealth Group 401(k) Profit Sharing Plan & Trust held $834K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$834K

Net assets (EOY)

$834K

People on this filing

Marshall Egermier signed Egermier Wealth Group's 2024 Form 5500 as plan administrator.

Marshall Egermier — 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

Egermier Wealth Group's EIN is 33-0996874.

EIN 33-0996874

Plan number 001

Plan year 2024

ACK ID 20251008171224NAL0006177201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Egermier Wealth Group'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 EGERMIER WEALTH GROUP.

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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