AUMdb

Everi Holdings Inc. 401(k) Plan

Sponsored by Everi Payments Inc. · EIN 943309549 · Plan #001

Total assets
$173M
Net assets
$173M
Active participants
1,824
With balances
2,184

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $190,868
Sageview Advisory Group Llc Investment advisory (plan) $38,000
Empower Financial Services,Inc Shareholder servicing fees $0