Evercommerce Solutions, Inc. 401(k) Profit Sharing Plan
Sponsored by Evercommerce Solutions, Inc. · EIN 262254146 · Plan #001
- Total assets
- $81.1M
- Net assets
- $81.1M
- Active participants
- 1,574
- With balances
- 1,638
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $240,716 |
| Empower Advisory Group, Llc | Investment management | $119,321 |
| Brock And Company Cpas Pc | Accounting | $15,275 |
| Bokf, Na | Investment advisory (plan) | $1,750 |