Everest Group Holdings Llc 401(k) Plan
Sponsored by Everest Group Holdings Llc · EIN 815423461 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 276
- With balances
- 95
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (participants) | $29,820 |
| Wilshire Associates, Inc. | Investment advisory (participants) | $1,704 |
| John Hancock Usa | Recordkeeping, Sub-transfer agency fees, Soft dollars commissions | $1,296 |