Everett Group Llc 401(k) Profit Sharing Plan
Sponsored by Everett Group Llc · EIN 205693520 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 311
- With balances
- 250
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Intrust Bank, N.A. | Recordkeeping, Trustee (discretionary), Investment advisory (plan) | $36,327 |
| First Security Bank | Recordkeeping, Consulting (pension), Copying and duplicating | $32,956 |
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $29,940 |
| Forvis, Llp | Accounting, Direct payment from the plan | $6,825 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $4,991 |
| Charles Schwab & Co., Inc | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |