EVENSKY &
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
68,768
Total plan assets
$14.6B
Filings (rows)
6
Direct comp
$139K
Indirect comp
$0
Aggregating 3 name variants under "EVENSKY &"
SERVICES PROVIDED
Other4
Advisor / Consultant2
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 34,203 | $8.0B | $10K |
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $9K |
| ALTIRA, INC. ALTIRA, INC. PROFIT SHARING PLAN | MIAMI, FL | Other NONE | 183 | $6.3M | $35K |
| ALTIRA, INC. ALTIRA, INC. PROFIT SHARING PLAN | MIAMI, FL | Other NONE | 185 | $5.9M | $33K |
| ALTIRA, INC. ALTIRA, INC. PROFIT SHARING PLAN | MIAMI, FL | Other NONE | 195 | $5.4M | $35K |
| FOH, INC. FOH, INC. 401(K) PLAN | MIAMI, FL | Other NONE | 89 | $3.9M | $17K |