AUMdb

Ever.Ag 401(k) Plan

Sponsored by Ever.Ag, Llc · EIN 752890244 · Plan #001

Total assets
$61.2M
Net assets
$61.2M
Active participants
454
With balances
548

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Raymond James Financial Services Investment advisory (plan) $125,678
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $40,222