Evertrue 401(k) Plan
Sponsored by Evertrue, Inc. · EIN 900810465 · Plan #002
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 143
- With balances
- 168
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | 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 |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $24,870 |
| Definiti Llc | Contract administrator | $10,291 |
| Empower Annuity Insurance Company | Recordkeeping fees | $9,395 |
| Empower Advisory Group | Investment management | $301 |