AUMdb

Evers And Sons, Inc. 401(k) Plan

Sponsored by Evers And Sons, Inc. · EIN 742219798 · Plan #001

Total assets
$1.4M
Net assets
$1.4M
Active participants
630
With balances
589

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Standcorp Financial Group Claims processing, Recordkeeping, Custodial (other) $26,991
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Consulting fees $2,469