Everstory Partners Retirement Plan
Sponsored by Stonemor Inc Dba Everstory Partners · EIN 800103152 · Plan #001
- Total assets
- $39.8M
- Net assets
- $39.8M
- Active participants
- 2,262
- With balances
- 3,805
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | 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 O | Recordkeeping fees | $183,664 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $91,989 |
| Empower Advisory Group, Llc | Investment management | $2,942 |