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  2. Everoak Wealth Co.

Filings through Oct 24, 2026.

Sponsor portfolio

Everoak Wealth Co.

EIN 84-4547054-financial services-Latest filing 2025
Plans
1
Retirement
1
$4.9M assets
Welfare
0
Participants
15
7222 COMMERCE CENTER DRIVE SUITE 10 - COLORADO SPRINGS, CO 80919719-300-6709everoakwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$4.9M - 15 part

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Retirement#001

EVEROAK WEALTH CO. 401(K) PLAN

401(k)

Assets$4.9M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVEROAK WEALTH CO. 401(K) PLAN401(k)$4.9M152025
Retirement plans
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