AUMdb

Everglades College, Inc. Retirement Savings Plan

Sponsored by Everglades College, Inc. · EIN 650216638 · Plan #001

Total assets
$133M
Net assets
$133M
Active participants
2,728
With balances
2,463

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
Provenance Wealth Advisors, Llc CRD 126529 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping, Participant loan processing, Direct payment from the plan $217,761
Provenance Wealth Advisors Llc Investment advisory (participants) $200,608
Empower Advisory Group Investment advisory (participants), Direct payment from the plan $28,011