AUMdb

Everon 401(k) Plan

Sponsored by Everon · EIN 900008456 · Plan #001

Total assets
$398M
Net assets
$398M
Active participants
5,306
With balances
4,316

Plan year beginning 10/01/2024 · 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
Capfinancial Partners Llc Other fees $19,750
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $12,838