Evans Hotels 401(k) Employee Retirement Plan
Sponsored by Evans Hotels, Llc · EIN 810750751 · Plan #001
- Total assets
- $35.2M
- Net assets
- $35.2M
- Active participants
- 1,051
- With balances
- 1,315
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Participant loan processing, Participant communication | $143,003 |
| Concurrent Investment Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $28,333 |
| Pkf, Llp | Accounting | $21,871 |