Evans & Dixon, Llc 401(k) And Retirement Plan
Sponsored by Evans & Dixon, Llc · EIN 430611994 · Plan #002
- Total assets
- $43.6M
- Net assets
- $43.6M
- Active participants
- 245
- With balances
- 271
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Moneta Group Llc | Investment advisory (plan) | $45,000 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $28,774 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |