AUMdb

Evans & Associates Enterprises, Inc. 401(k) Profit Sharing Plan

Sponsored by Evans & Associates Enterprises, Inc · EIN 730797713 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
167
With balances
193

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bokf, Na Participant loan processing, Trustee (institutional), Trustee (directed) $34,928