AUMdb

Everstream Solutions 401 K Profit Sharing Plan & Trust

Sponsored by Everstream Solutions, Llc · EIN 364742361 · Plan #001

Total assets
$17.5M
Net assets
$17.5M
Active participants
262
With balances
348

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
M2 B Retirement Consul Llc Other fees $8,421
Global Retirement Partners Other fees $0
M2 B Retirement Consul Llc Other services $0