Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
EVEREST CONSULTING SERVICES, LLC
EIN 83-2040320management consultingLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
9
275 COMMERCIAL BLVD,, STE. 204 - LAUDERDALE BY THE SEA, FL 33308210-963-7093everest-consulting.usLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EVEREST CONSULTING SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
EVEREST CONSULTING SERVICES, LLC SOLO 401(K) PLAN
401k
Assets$354K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVEREST CONSULTING SERVICES, LLC CASH BALANCE PLAN | CashBalance | $1.6M | 6 | 2024 | |
| 002 | EVEREST CONSULTING SERVICES, LLC SOLO 401(K) PLAN | 401k | $354K | 3 | 2024 |
Retirement plans