Original filing (PDF)20250910105255NAL0021087377001

EVEROAK WEALTH CO.

Name: EVEROAK WEALTH CO. — EVEROAK WEALTH CO. 401(K) PLAN, Form 5500 (2024)
Creator: EVEROAK WEALTH CO.

Form 5500-SF

FILING_RECEIVED

EVEROAK WEALTH CO. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 EVEROAK WEALTH CO..

Plan sponsor

Name

EVEROAK WEALTH CO.

EIN

84-4547054

Address

7222 COMMERCE CENTER DRIVE SUITE 10 · COLORADO SPRINGS, CO · 80919

Phone

(719) 300-6700

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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