Balance Of Nature Mep
Sponsored by Evig, Llc · EIN 271011855 · Plan #002
- Total assets
- $3.2M
- Net assets
- $3.2M
- Active participants
- 455
- With balances
- 440
Plan year beginning 08/15/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Soltis Investment Advisors | Investment advisory (plan) | $4,167 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $4,061 |
| Soltis Investment Advisors Llc | Investment management | $124 |