Security Plus Retirement Savings Plan
Sponsored by Evergreen Moneysource Mortgage Company Dba Evergreen Home Loans · EIN 911374387 · Plan #001
- Total assets
- $60.9M
- Net assets
- $60.9M
- Active participants
- 427
- With balances
- 632
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $54,658 |
| Assured Partners | Investment advisory (plan) | $36,000 |
| Moss Adams/Baker Tilly | Accounting | $30,555 |
| Hunnex And Shoemaker, Inc. | Consulting (general) | $7,460 |