Evans, Mechwart, Hambleton & Tilton, Inc. Salary Deferral Plan
Sponsored by Evans, Mechwart, Hambleton & Tilton, Inc. · EIN 310685594 · Plan #001
- Total assets
- $66.4M
- Net assets
- $66.4M
- Active participants
- 323
- With balances
- 385
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Corporation Rpcp | Investment advisory (plan), Consulting fees | $76,830 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $61,971 |