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  1. Companies/
  2. Accuvest Global Advisors

Filings through Oct 24, 2026.

Accuvest Global Advisors

EIN 20-2104898-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.0M assets
Health & Benefits
0
Participants
10
3575 N. 100 E., SUITE 350 - PROVO, UT 84604925-930-2882accuvest.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$1.0M - 10 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ACCUVEST GLOBAL ADVISORS 401(K) PLAN

401(k)

Assets$1.0M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ACCUVEST GLOBAL ADVISORS 401(K) PLAN401(k)$1.0M102025
  • ACCUVEST GLOBAL ADVISORS 401(K) PLAN$1.0M
    #001 · 401(k) · 202510
Retirement plans
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