AUMdb

Evi Industries, Inc. 401(k) Plan

Sponsored by Evi Industries, Inc. · EIN 112014231 · Plan #001

Total assets
$37.6M
Net assets
$37.5M
Active participants
716
With balances
409

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
Ingham & Company Contract administrator, Recordkeeping, Participant loan processing $76,937
National Financial Services Custodial (securities) $16,000
Fidelity Trust Trustee (institutional) $8,853