Eversight 403(b) Dc Plan
Sponsored by Eversight · EIN 382117115 · Plan #001 · Ann Arbor, MI
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 160
- With balances
- 282
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator, Recordkeeping, Trustee (institutional) | $18,981 |
| Captrust | Investment advisory (participants), Investment advisory (plan) | $15,076 |
| Captrust | Investment advisory (participants), Investment advisory (plan) | $14,358 |