Sponsor portfolio
EVERMAY WEALTH MANAGEMENT, LLC
EIN 90-0439516investment managementLatest filing 2025
Plans
1
Retirement
1
$11.0M assets
Welfare
0
Participants
28
3901 FAIRFAX DRIVE, SUITE 400 - ARLINGTON, VA 22203703-822-5696evermaywealth.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVERMAY WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $11.0M | 28 | 2025 |
Retirement plans