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

Active participants

68,768

Total plan assets

$14.6B

Filings (rows)

Direct comp

$139K

Indirect comp

Aggregating 3 name variants under "EVENSKY &"

Click a variant to view it alone

EVENSKY & KATZ WEALTH MANAGEMENT3 EVENSKY & KATZ/FOLDES2 EVENSKY & KATZ1

SERVICES PROVIDED

Other service providers4

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	34,203	$8.0B	$10K	$0
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	33,913	$6.6B	$9K	$0
Altira, Inc. Altira, Inc. Profit Sharing Plan · all filings	MIAMI, FL	Other service providers	183	$6.3M	$35K	$0
Altira, Inc. Altira, Inc. Profit Sharing Plan · all filings	MIAMI, FL	Other service providers	185	$5.9M	$33K	$0
Altira, Inc. Altira, Inc. Profit Sharing Plan · all filings	MIAMI, FL	Other service providers	195	$5.4M	$35K	$0
FOH, Inc. FOH, Inc. 401(k) Plan · all filings	MIAMI, FL	Other service providers	89	$3.9M	$17K	$0