How big is EO Advisors' plan?

EO Advisors' plan reported $1.5M in assets and 6 participants for 2025.

Original filing (PDF)20260310085854NAL0004158914001

EO Advisors

Name: EO Advisors — EO Advisors 401(k) Plan, Form 5500 (2025)
Creator: EO Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EO Advisors 401(k) Plan

401(k) retirement plan · EO Advisors' EO Advisors 401(k) Plan held $1.5M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

EO Advisors' EIN is 86-2409720.

EIN 86-2409720

Plan number 001

Plan year 2025

ACK ID 20260310085854NAL0004158914001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

EO Advisors' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

EO ADVISORS

EIN

all filings

Address

91 S. MAIN STREET · SUITE 200 · ZIONSVILLE, IN · 46077

Phone

(317) 607-9576

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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