Evening Post Publishing, Inc. Employee Retirement Plan
Sponsored by Evening Post Publishing, Inc. · EIN 872154096 · Plan #002
- Total assets
- $54.4M
- Net assets
- $54.4M
- Active participants
- 312
- With balances
- 997
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $100,632 |
| Forvis Mazars | Accounting, Direct payment from the plan | $15,750 |
| Wellth Advisory Services, Llc | Consulting (general), Direct payment from the plan | $12,500 |
| Global Retirement Partners, Llc | Consulting (general), Direct payment from the plan | $12,500 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |