How big is Evernest Financial Advisors, LLC's plan?

Evernest Financial Advisors, LLC's plan reported $418K in assets and 10 participants for 2024.

Original filing (PDF)20250423220518NAL0004270083018

Evernest Financial Advisors, LLC

Name: Evernest Financial Advisors, LLC — Evernest Financia, Form 5500 (2024)
Creator: Evernest Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evernest Financial Advisors 401(k) Plan

401(k) retirement plan · Evernest Financial Advisors, LLC's Evernest Financial Advisors 401(k) Plan held $418K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$418K

Net assets (EOY)

$418K

Plan identifiers

Evernest Financial Advisors, LLC's EIN is 88-1131554.

EIN 88-1131554

Plan number 001

Plan year 2024

ACK ID 20250423220518NAL0004270083018

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Evernest Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Evernest Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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