How big is Eagle Wealth Advisors, LLC's plan?

Eagle Wealth Advisors, LLC's plan reported $1.9M in assets and 3 participants for 2025.

Original filing (PDF)20260430123152NAL0006405603001

Eagle Wealth Advisors, LLC

Name: Eagle Wealth Advisors, LLC — Eagle Wealth Advisors, Form 5500 (2025)
Creator: Eagle Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eagle Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Eagle Wealth Advisors, LLC's Eagle Wealth Advisors, LLC 401(k) Profit Sharing Plan held $1.9M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Anthony Warren signed Eagle Wealth Advisors, LLC's 2025 Form 5500 as plan administrator.

Anthony Warren — 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

Eagle Wealth Advisors, LLC's EIN is 85-3367383.

EIN 85-3367383

Plan number 001

Plan year 2025

ACK ID 20260430123152NAL0006405603001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Eagle Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Eagle Wealth Advisors, 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 EAGLE WEALTH ADVISORS, 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