Everwest Advisors LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Everwest Advisors LLC
  • Sponsor EIN: 464012070
  • Sponsor Address: 1099 18TH STREET, DENVER, CO, 80202
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 0
  • Total Assets: $1.3B

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$1.3B$0$0
20230$1.3B$0$0
20220$1.5B$0$0

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