Evervet 401(k) Retirement Plan
Sponsored by Evervet Operations, Llc · EIN 851152420 · Plan #002
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 660
- With balances
- 727
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 |
|---|---|---|
| Valley Forge Investment Consultants, Inc. CRD 123898 | 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 Co | Recordkeeping fees | $59,093 |
| Valley Forge Investment Consultants | Investment advisory (plan) | $39,160 |
| The Mandmarblestne Group Llc | Consulting (general) | $6,168 |
| Empower Advisory Group | Investment management | $3,040 |