Evolucion Innovations, Inc. Retirement Trust
Sponsored by Evolucion Innovations, Inc. · EIN 562529165 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 374
- With balances
- 244
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $24,517 |
| Raymond James | Investment advisory (plan) | $10,497 |
| Empower Advisory Group, Llc | Investment management | $3,846 |
| Evergreen Retirement Plan Consultin | Contract administrator | $2,950 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $2,500 |