Everise Retirement Plan
Sponsored by Everise, Inc. · EIN 272209310 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 3,151
- With balances
- 3,010
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $193,823 |
| Lpl Financial | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $74,558 |
| American Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $3,831 |