Original filing (PDF)20251010160052NAL0018449122001

Evanson Asset Management

Name: Evanson Asset Management — Steve Evanson Cash, Form 5500 (2024)
Creator: Evanson Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steve Evanson Cash Balance Plan

Defined-benefit pension plan · Evanson Asset Management's Steve Evanson Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Evanson Asset Management's EIN is 38-3920313.

EIN 38-3920313

Plan number 003

Plan year 2024

ACK ID 20251010160052NAL0018449122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Evanson Asset Management's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off