How big is Evermay Wealth Management, LLC's plan?

Evermay Wealth Management, LLC's plan reported $11.0M in assets and 22 participants for 2025.

Original filing (PDF)20260508084726NAL0004603216001

Evermay Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Evermay Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Evermay Wealth Management, LLC's Evermay Wealth Management, LLC 401(k) Plan held $11.0M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

People on this filing

Damon White signed Evermay Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Damon White — 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

Evermay Wealth Management, LLC's EIN is 90-0439516.

EIN 90-0439516

Plan number 001

Plan year 2025

ACK ID 20260508084726NAL0004603216001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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