How big is Everoak Wealth Co.'s plan?

Everoak Wealth Co.'s plan reported $3.8M in assets and 13 participants for 2024.

Original filing (PDF)20250910105255NAL0021087377001

Everoak Wealth Co.

Name: Everoak Wealth Co. — Everoak Wealth Co. 401(k) Plan, Form 5500 (2024)
Creator: Everoak Wealth Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Everoak Wealth Co. 401(k) Plan

401(k) retirement plan · Everoak Wealth Co.'s Everoak Wealth Co. 401(k) Plan held $3.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Randy Ward signed Everoak Wealth Co.'s 2024 Form 5500 as plan administrator.

Randy Ward — 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

Everoak Wealth Co.'s EIN is 84-4547054.

EIN 84-4547054

Plan number 001

Plan year 2024

ACK ID 20250910105255NAL0021087377001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Everoak Wealth Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Everoak Wealth Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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