How big is Eaglestone Wealth Advisors, Inc.'s plan?

Eaglestone Wealth Advisors, Inc.'s plan reported $1.2M in assets and 24 participants for 2024.

Original filing (PDF)20250715075529NAL0001845825001

Eaglestone Wealth Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Eaglestone 401(k) and Profit Sharing Plan

401(k) retirement plan · Eaglestone Wealth Advisors, Inc.'s Eaglestone 401(k) and Profit Sharing Plan held $1.2M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Eaglestone Wealth Advisors, Inc.'s EIN is 56-2581743.

EIN 56-2581743

Plan number 001

Plan year 2024

ACK ID 20250715075529NAL0001845825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Eaglestone Wealth Advisors, Inc.'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 EAGLESTONE WEALTH ADVISORS, INC..

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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