Evergreen Treatment Services 403(b) Plan
Sponsored by Evergreen Treatment Services · EIN 910903529 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 316
- With balances
- 389
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bensler, Llc CRD 310849 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuit Insurance Company | Recordkeeping fees | $26,803 |
| Bensler Llc | Investment advisory (plan) | $23,910 |
| Lpl Financial | Investment advisory (plan) | $23,802 |
| Ascensus Holdings Inc | Contract administrator | $10,028 |
| Empower Advisory Group, Llc | Investment management | $8,873 |