Assets by plan
Share of aggregate retirement assets
Filings through .
Averest, Inc.
EIN 11-3719699airlines/aviationLatest filing 2025
Plans
2
Retirement
2
$43.5M assets
Health & Benefits
0
Participants
58
800 ATLANTA SOUTH PKWY, STE 100 - OGDEN, UT 84404404-254-6172averest.bizLinkedIn11-50 employeesairlines/aviation
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $43.5M assets / 58 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
AVEREST, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$39.0M
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
AVEREST, INC. 401(K) P/S PLAN
401(k)
Assets$4.5M
Participants26
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | AVEREST, INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $39.0M | 32 | 2025 |
| #001 | AVEREST, INC. 401(K) P/S PLAN | 401(k) | $4.5M | 26 | 2025 |
- #002 · ESOP · 202532
- #001 · 401(k) · 202526
Retirement plans