Advisewell, Inc.

Cogency Global Inc. Registered Agent	63 PLEASANT ST, CONCORD, NH 03301
Glen Golemi J. CEO	8440 JEFFERSON HWY STE 101, BATON ROUGE, LA 70809
Glen J. Golemi CEO	8440 JEFFERSON HWY STE 101, BATON ROUGE, LA 70809
Glen J. Golemi President	8440 JEFFERSON HWY STE 101, BATON ROUGE, LA 70809
Bret A. Clesi Chairman of the Board of Directors	8440 JEFFERSON HWY STE 101, BATON ROUGE, LA 70809
Michael Fuselier Chief Financial Officer	8440 JEFFERSON HWY STE 101, BATON ROUGE, LA 70809
G. Larry Mitchum Director	8440 JEFFERSON HWY STE 101, BATON ROUGE, LA 70809
Patrick Burns Director	8440 JEFFERSON HWY STE 101, BATON ROUGE, LA 70809
Charles Jouandot Officer	8440 JEFFERSON HWY STE 101, BATON ROUGE, LA 70809

8440 JEFFERSON HWY STE 101, BATON ROUGE, LA 70809 View Map

Form 5500

201 St. Charles Avenue Suite 2401, New Orleans, La 70170 (225) 248-7898 EIN:72-1081340 Plan Admin:Sonja Landry

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameADVISEWELL, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY161 / 142 Assets BOY/EOY$5,765,810 / $4,422,574	2022	ADVISEWELL, INC. RETIREMENT SAVINGS PLAN - Plan #001	161 / 142	$5,765,810 / $4,422,574
2021	Plan NameADVISEWELL, INC. RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY382 / 161 Assets BOY/EOY$9,134,020 / $5,765,810	2021	ADVISEWELL, INC. RETIREMENT SAVINGS PLAN - Plan #001	382 / 161	$9,134,020 / $5,765,810

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Eqhealth Advisewell, Inc. Registered in New York	Baton Rouge, LA	View Report
Advisewell, Inc. Registered in Ohio	Columbus, OH Hilliard, OH	View Report
Advisewell, Inc. Registered in Wisconsin	Madison, WI	View Report
Advisewell, Inc. Registered in Kansas	Baton Rouge, LA Topeka, KS	View Report
Advisewell, Inc. Registered in Texas	Baton Rouge, LA Dallas, TX	View Report
Advisewell, Inc. Registered in Oklahoma	Baton Rouge, LA Edmond, OK	View Report
Eqhealth Advisewell, Inc. Registered in Florida	Baton Rouge, LA	View Report
Advisewell, Inc. Registered in Mississippi	Baton Rouge, LA New Orleans, LA	View Report
Advisewell, Inc. Registered in Arkansas	Baton Rouge, LA Spring St Little Rock, AR	View Report

Address Match:8440 Jefferson Hwy Baton Rouge, LA

Eqhealth Solutions, LLC Registered in Rhode Island	Baton Rouge, LA	View Report
Eqhealth Solutions, LLC Registered in Ohio	Baton Rouge, LA Hilliard, OH	View Report
Eqhealth Solutions, LLC Registered in Tennessee	Baton Rouge, LA Nashville, TN	View Report
Eqhealth Solutions, LLC Registered in Missouri	Rolla, MO Baton Rouge, LA (1 more)	View Report
Eqhealth Solutions, LLC Registered in Virginia	Baton Rouge, LA Midlothian, VA	View Report
Eqhs Registered in Vermont	Athens, VT Baton Rouge, LA (1 more)	View Report
Eqhealth Solutions, LLC Registered in Montana	Baton Rouge, LA Missoula, MT	View Report
Eqhs Registered in New Hampshire	Baton Rouge, LA	View Report
Eqhealth Solutions, LLC Registered in Alabama	Baton Rouge, LA Montgomery, AL	View Report
Eqhealth Solutions, Inc. Registered in Alaska	Baton Rouge, LA	View Report
Business First Bank Registered in Florida	Baton Rouge, LA	View Report
Cane Capital Gp, LLC Registered in Tennessee	Baton Rouge, LA Nashville, TN	View Report
Cane Capital Management, LLC Registered in Tennessee	Baton Rouge, LA Nashville, TN	View Report
Eqhealth Solutions, Inc. Registered in North Dakota	Baton Rouge, LA Bismarck, ND	View Report
Ocean Energy, Inc. Registered in North Dakota	Baton Rouge, LA Bismarck, ND	View Report
Eqhealth Solutions, Inc. Registered in California	Baton Rouge, LA	View Report
Eqhealth Solutions, Inc. Registered in Vermont	Baton Rouge, LA	View Report
Eqhealth Solutions, Inc. Registered in North Carolina	Baton Rouge, LA	View Report

Address Match:8440 Jefferson Hwy Ste 101 Baton Rouge, LA

Eqhealth Solutions, LLC Registered in West Virginia	Charleston, WV Drive Harrisburg, PA (2 more)	View Report
Eqhealth Solutions, LLC Registered in Oregon	Baton Rouge, LA Salem, OR (1 more)	View Report
Eqhealth Solutions, LLC Registered in California	Harrisburg, PA (1 more)	View Report
Eqhealth Solutions, LLC Registered in Massachusetts	Harrisburg, PA Baton Rouge, LA	View Report
Eqhealth Solutions, LLC Registered in Connecticut	Dover, DE Harrisburg, PA (2 more)	View Report
Eqhealth Solutions, Llc D/B/A Eqhs Registered in Vermont	Harrisburg, PA Baton Rouge, LA	View Report
Eqhealth Solutions, LLC Registered in Minnesota	Baton Rouge, LA Brooklyn Center, MN (2 more)	View Report
Eqhealth Solutions, Llc (De) Registered in Georgia	Baton Rouge, LA Roswell, GA	View Report
Eqhealth Solutions, LLC Registered in Maine	Baton Rouge, LA Portland, ME	View Report
Eqhealth Solutions, LLC Registered in Mississippi	Harrisburg, PA Baton Rouge, LA	View Report
Eqhs, LLC Registered in Colorado	Denver, CO Harrisburg, PA (2 more)	View Report
Eqhealth Solutions, LLC Registered in Texas	Baton Rouge, LA Dallas, TX	View Report
Eqhealth Solutions, LLC Registered in Oklahoma	Edmond, OK Harrisburg, PA (1 more)	View Report
Eqhealth Solutions, Inc. Registered in Montana	Baton Rouge, LA Helena, MT	View Report

Person/City Match:Glen Golemi J - Baton Rouge, LA

Eqhealth Solutions, Inc. Registered in Rhode Island	Baton Rouge, LA (1 more)	View Report
Eqhealth Solutions, LLC Registered in Florida	Harrisburg, PA Baton Rouge, LA (1 more)	View Report
Eqhealth Solutions, LLC Registered in Nevada	Baton Rouge, LA	View Report
Eqhealth Solutions, Inc. Registered in Georgia	Baton Rouge, LA Roswell, GA	View Report
Eqhealth Solutions, Inc. Registered in Oregon	Baton Rouge, LA Salem, OR	View Report
Eqhealth Solutions, Inc. Registered in Idaho	Baton Rouge, LA	View Report
Eqhealth Solutions, Inc. Registered in Nevada	Carson City, NV Dover, DE	View Report

Person/City Match:Glen J Golemi - Baton Rouge, LA

Eqhealth Solutions, Inc. Registered in Missouri	Baton Rouge, LA		View Report

Person/City Match:Bret A Clesi - Baton Rouge, LA

Eqhealth Solutions, LLC Registered in Idaho	Baton Rouge, LA Harrisburg, PA		View Report

The following government agencies have contributed data:

New Hampshire Department of State U.S. Department of Labor

Company Summary