Evo 401(k) Plan
Sponsored by Evo Transportation And Energy Services · EIN 833508235 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 1,519
- With balances
- 592
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Recordkeeping fees | $75,279 |
| Usi Advisors Inc | Investment advisory (plan) | $35,700 |
| Premier Retirement Partners | Contract administrator | $32,383 |
| Bas Partners | Accounting | $6,750 |