Original filing (PDF)20260330130948NAL0013302371001

EAGLE WEALTH ADVISORS LLC

Name: EAGLE WEALTH ADVISORS LLC — EAGLE WEALTH ADVISORS LLC SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: EAGLE WEALTH ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

EAGLE WEALTH ADVISORS LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$625

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EAGLE WEALTH ADVISORS LLC.

Plan sponsor

Name

EAGLE WEALTH ADVISORS LLC

EIN

85-3367383

Address

5450 FRANTZ RD · SUITE 200 · DUBLIN, OH · 43017

Phone

(614) 515-5691

Industry

Finance & Insurancesee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-03-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

GRID 202 PARTNERS LLC D.B.A RE-ENVISION WEALTH

RE-ENVISION WEALTH 401(K) PLAN

$2K · 4 participants

GOOD LIFE FINANCIAL ADVISORS OF WEST VIRGINIA

GOOD LIFE FINANCIAL ADVISORS OF WEST VIRGINIA CBWV BENEFIT PLAN

$2K · 1 participants

NMS WEALTH MANAGEMENT

NMS WEALTH MANAGEMENT CHAMBER BENEFIT ARRANGEMENT PLAN

$2K · 2 participants

EXCELSIOR CAPITAL GROUP

EXCELSIOR CAPITAL GROUP 401(K) PLAN

$2K · 4 participants

THE RANDOLPH COMPANY

THE RANDOLPH COMPANY SOCA BENEFIT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.