Original filing (PDF)20250701065823NAL0017323536001

EVERT & WEATHERSBY, LLC

Name: EVERT & WEATHERSBY, LLC — EVERT & WEATHERSBY RETIREMENT PLAN, Form 5500 (2024)
Creator: EVERT & WEATHERSBY, LLC

Form 5500-SF

FILING_RECEIVED

EVERT & WEATHERSBY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EVERT & WEATHERSBY, LLC.

Plan sponsor

Name

EVERT & WEATHERSBY, LLC

EIN

58-1830721

Address

3455 PEACHTREE ROAD NE · SUITE 1550 · ATLANTA, GA · 30326

Phone

(678) 651-1200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

INDIANA LEGAL SERVICES, INC.

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INDIANA LEGAL SERVICES, INC.

$17.3M · 174 participants

LEE, HONG, DEGERMAN, KANG & WAIMEY, APC

LEE, HONG, DEGERMAN, KANG & WAIMEY, APC 401(K) PROFIT SHARING PLAN

$17.3M · 40 participants

HORTY, SPRINGER & MATTERN, P.C.

HORTY SPRINGER & MATTERN PC AMENDED RESTATED PROFIT SHARING PLAN

$17.3M · 30 participants

WARRICK & BOYN, LLP

WARRICK & BOYN, LLP PROFIT SHARING & 401(K)

$17.3M · 16 participants

BROWNSTEIN RASK SWEENEY KERR