Everbank, N.A. 401(k) Plan
Sponsored by Tiaa, Fsb To Be Known As Everbank, N.A. · EIN 593531592 · Plan #001
- Total assets
- $42.9M
- Net assets
- $42.9M
- Active participants
- 1,576
- With balances
- 1,613
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments, Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $110,462 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $99,595 |
| Empower Advisory Group, Llc | Investment management | $25,348 |
| Empower Financial Services, Inc. | Securities brokerage | $200 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |
| Empower Financial Services, Inc. | Distribution (12b-1) fees | $0 |