AUMdb

Everett Financial, Inc. Dba Supreme Lending 401(k) Plan

Sponsored by Everett Financial, Inc. Dba Supreme Lending · EIN 752695327 · Plan #001

Total assets
$61.6M
Net assets
$61.6M
Active participants
1,132
With balances
967

Plan year beginning 01/01/2024 · 401(k)

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).

Provider Services Direct comp
Armanino Llp Recordkeeping, Consulting (pension), Participant loan processing $25,435
John Hancock Life Ins Co Usa Recordkeeping, Investment management, Sub-transfer agency fees $20,759