How big is Evan HORN Wealth Advisors, LLC's plan?

Evan HORN Wealth Advisors, LLC's plan reported $421K in assets and 3 participants for 2024.

Original filing (PDF)20251010085406NAL0007398497001

Evan HORN Wealth Advisors, LLC

Name: Evan HORN Wealth Advisors, LLC — Evan HORN Wealth, Form 5500 (2024)
Creator: Evan HORN Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evan HORN Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Evan HORN Wealth Advisors, LLC's Evan HORN Wealth Advisors, LLC 401(k) Plan held $421K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

Plan identifiers

Evan HORN Wealth Advisors, LLC's EIN is 47-4406211.

EIN 47-4406211

Plan number 001

Plan year 2024

ACK ID 20251010085406NAL0007398497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evan HORN Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evan HORN Wealth Advisors, LLC'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 EVAN HORN 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