Eventus Wholehealth, Pllc Employees' Retirement Plan
Sponsored by Eventus Wholehealth, Pllc · EIN 825286393 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 558
- With balances
- 944
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (plan) | $40,387 |
| Empower Annuity Insurance Company | Recordkeeping fees | $6,670 |
| Compensation Systems, Inc. | Contract administrator | $0 |