Fund Evaluation Group, Llc 401(k) Profit Sharing Plan
Sponsored by Fund Evaluation Group, Llc · EIN 010694771 · Plan #001
- Total assets
- $57.1M
- Net assets
- $57.1M
- Active participants
- 138
- With balances
- 175
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 |
|---|---|---|
| Pension Corporation Of America | Contract administrator, Recordkeeping, Direct payment from the plan | $2,710 |
| Charles Schwab Trust Bank | Investment management, Sub-transfer agency fees, Float revenue | $0 |