L. G. Everist, Inc. 401(k) Plan
Sponsored by L.G. Everist, Incorporated · EIN 460229601 · Plan #001
- Total assets
- $34.7M
- Net assets
- $34.7M
- Active participants
- 414
- With balances
- 468
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $63,100 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $12,513 |