How big is Evert & Weathersby, LLC's plan?

Evert & Weathersby, LLC's plan reported $17.3M in assets and 25 participants for 2024.

Original filing (PDF)20250701065823NAL0017323536001

Evert & Weathersby, LLC

Name: Evert & Weathersby, LLC — Evert & Weathersby, Form 5500 (2024)
Creator: Evert & Weathersby, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evert & Weathersby Retirement Plan

401(k) retirement plan · Evert & Weathersby, LLC's Evert & Weathersby Retirement Plan held $17.3M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

People on this filing

Megan Petri signed Evert & Weathersby, LLC's 2024 Form 5500 as plan administrator.

Megan Petri — 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

Evert & Weathersby, LLC's EIN is 58-1830721.

EIN 58-1830721

Plan number 001

Plan year 2024

ACK ID 20250701065823NAL0017323536001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evert & Weathersby, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evert & Weathersby, 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 EVERT & WEATHERSBY, 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