Evans Management Group 401(k) Retirement Plan
Sponsored by Evans Management Group, Llc · EIN 873925616 · Plan #002
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 236
- With balances
- 307
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $61,112 |
| Valmark Advisers Inc | Investment advisory (plan) | $48,147 |