How big is Evexia Wealth's plan?

Evexia Wealth's plan reported $1.2M in assets and 27 participants for 2024.

Original filing (PDF)20250702100230NAL0007209619001

Evexia Wealth

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

Form 5500-SF

FILING_RECEIVED

Evexia 401(k) Plan

401(k) retirement plan · Evexia Wealth's Evexia 401(k) Plan held $1.2M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jenna LAWS signed Evexia Wealth's 2024 Form 5500 as plan administrator.

Jenna LAWS — 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

Evexia Wealth's EIN is 36-4903334.

EIN 36-4903334

Plan number 001

Plan year 2024

ACK ID 20250702100230NAL0007209619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evexia Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off