Evans Bank, N.A. Pension Plan
Sponsored by Evans Bank, N.A. · EIN 160426523 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 10/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services | Trustee (directed), Direct payment from the plan, Recordkeeping | $18,326 |
| Envestnet Asset Management, Inc. | Investment advisory (plan), Investment management, Investment management fees (direct) | $9,363 |