How big is Evanson Asset Management's plan?

Evanson Asset Management's plan reported $801K in assets and 7 participants for 2025.

Original filing (PDF)20260430111612NAL0006700003001

Evanson Asset Management

Name: Evanson Asset Management — Steve Evanson Profit, Form 5500 (2025)
Creator: Evanson Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steve Evanson Profit Sharing Plan

Defined-contribution retirement plan · Evanson Asset Management's Steve Evanson Profit Sharing Plan held $801K in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$801K

Net assets (EOY)

$801K

Plan identifiers

Evanson Asset Management's EIN is 38-3920313.

EIN 38-3920313

Plan number 002

Plan year 2025

ACK ID 20260430111612NAL0006700003001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Evanson Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Evanson Asset Management's plan includes profit-sharing, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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