AUMdb

Evergy, Inc. 401 K Savings Plan

Sponsored by Evergy, Inc. · EIN 822733395 · Plan #006

Total assets
$1.5B
Net assets
$1.5B
Active participants
4,722
With balances
5,978

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Sageview Advisory Group, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group Llc Investment advisory (plan), Direct payment from the plan $723,286
Empower Annuity Insurance Company O Recordkeeping fees, Participant loan processing, Direct payment from the plan $393,772
Sageview Advisory Group Llc Investment advisory (plan), Direct payment from the plan $82,362