Evertree Insurance 401(k) Plan
Sponsored by Evertree Insurance Llc · EIN 883442469 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 213
- With balances
- 240
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Group Dba Alera Investment Ad | Investment advisory (plan) | $11,868 |
| Hunnex & Shoemaker, Inc. | Contract administrator | $9,269 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $9,099 |
| Empower Advisory Group Llc | Investment management | $1,400 |