Evans Bank, N.A. Employees Savings Plan
Sponsored by Evans Bank, N.A. · EIN 160426523 · Plan #002
- Total assets
- $38.3M
- Net assets
- $38.3M
- Active participants
- 266
- With balances
- 400
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $55,618 |
| Cbiz Investment Advisory Servi | Investment management, Direct payment from the plan | $39,576 |