Evolvehr Retirement Plan
Sponsored by Evolvehr V, Inc. · EIN 454287502 · Plan #001
- Total assets
- $40.6M
- Net assets
- $40.6M
- Active participants
- 659
- With balances
- 531
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $66,533 |
| Bks Financial Investments Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $49,411 |
| Evolvehr V, Inc. | Claims processing, Recordkeeping, Participant loan processing | $10,153 |
| Jason F. Clausen, P.C. | Accounting, Direct payment from the plan | $10,000 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $7,625 |
| Lpl Financial | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $5,235 |