Everidge Employee 401(k) Plan
Sponsored by Everidge, Inc. · EIN 203688273 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 498
- With balances
- 708
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $67,779 |
| Creative Planning Llc | Investment advisory (plan), Direct payment from the plan | $42,870 |
| Abdo | Accounting, Direct payment from the plan | $9,500 |