AUMdb

Everge Interests, Inc. Employee Stock Ownership Plan

Sponsored by Everge Interests, Inc. · EIN 470847076 · Plan #002

Total assets
$1.6M
Net assets
$1.6M
Active participants
31
With balances
108

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

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

No linked investment advisers.

Service providers

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

No Schedule C on file for this plan year.

Filing history

Plan year Assets Participants Source
01/01/2024 $1.6M 31 ack 20250528161433NAL0007228001001
01/01/2021 $818K 43 ack 20250528160526NAL0007218241001