Evolve Bancorp 401(k) Plan
Sponsored by Evolve Bancorp, Inc. · EIN 710646078 · Plan #002
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 433
- With balances
- 380
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 |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Duncan Williams Asset Management | Investment advisory (plan), Direct payment from the plan | $79,416 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $63,250 |
| Burleigh Consulting Group | Contract administrator, Other services, Direct payment from the plan | $1,974 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |