How big is Encompass Wealth Advisors, LLC's plan?

Encompass Wealth Advisors, LLC's plan reported $2.4M in assets and 5 participants for 2025.

Original filing (PDF)20260324091401NAL0002694465001

Encompass Wealth Advisors, LLC

Name: Encompass Wealth Advisors, LLC — Encompass Wealth, Form 5500 (2025)
Creator: Encompass Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Encompass Wealth Advisors, LLC 401(k) Retirement Plan

401(k) retirement plan · Encompass Wealth Advisors, LLC's Encompass Wealth Advisors, LLC 401(k) Retirement Plan held $2.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Mary Minshall signed Encompass Wealth Advisors, LLC's 2025 Form 5500 as plan administrator.

Mary Minshall — 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

Encompass Wealth Advisors, LLC's EIN is 47-1340605.

EIN 47-1340605

Plan number 001

Plan year 2025

ACK ID 20260324091401NAL0002694465001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Encompass Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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