Evans Scholars Foundation Tax Deferred Annuity Retirement Plan
Sponsored by Evans Scholars Foundation · EIN 362518129 · Plan #001
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 101
- With balances
- 127
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Newport Group, Ascensus | Recordkeeping fees | $7,380 |