Evolve Ip, Llc 401(k) Plan
Sponsored by Evolve Ip, Llc · EIN 208562435 · Plan #001 · Wayne, PA
- Total assets
- $0
- Net assets
- $0
- Active participants
- 141
- With balances
- 196
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | fuzzy_auto · 98% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kathmere Capital Mgmt Llc | Investment advisory (plan) | $34,748 |
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $30,589 |
| Empower Advisory Group, Llc | Investment management | $7,981 |
| Dcs Retire Inc. | Contract administrator | $1,648 |
| Dorsa Consulting Services | Contract administrator | -$4,150 |