Evergreen Healthcare Partners, Inc. 401(k) Plan
Sponsored by Evergreen Healthcare Partners, Inc. · EIN 821415119 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 405
- With balances
- 343
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| Park Capital Management, Llc CRD 158965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (participants) | $27,911 |
| Park Capital Management, Llc | Investment advisory (participants) | $16,786 |
| John Hancock Life Insurance Company | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $2,700 |