Everservice Holdings, Llc 401(k) Profit Sharing Plan
Sponsored by Everservice Holdings, Llc · EIN 831972213 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 420
- With balances
- 258
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $27,161 |
| Campbell Albrecht | Recordkeeping, Participant loan processing, Recordkeeping fees | $12,145 |
| Avantax Advisory Services Inc | Investment advisory (plan) | $11,798 |
| Kestra Advisory Services Inc | Investment advisory (plan) | $10,226 |