Evernest, Llc 401(k) Plan
Sponsored by Evernest Holdings, Llc · EIN 800158684 · Plan #001
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 174
- With balances
- 138
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 |
|---|---|---|
| Waverly Advisors, Llc CRD 115332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $23,018 |
| Waverly Advisors Llc | Investment advisory (plan), Direct payment from the plan | $18,208 |
| Warren Averett Benefit Consultants | Contract administrator, Direct payment from the plan, Other services | $4,979 |