EVENSKY & KATZ WEALTH MANAGEMENT

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

563

Total plan assets

$17.5M

Filings (rows)

Direct comp

$103K

Indirect comp

Showing only "EVENSKY & KATZ WEALTH MANAGEMENT"

View all 3 variants aggregated →

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

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ALTIRA, INC. ALTIRA, INC. PROFIT SHARING PLAN	MIAMI, FL	Other service providers	183	$6.3M	$35K	$0
ALTIRA, INC. ALTIRA, INC. PROFIT SHARING PLAN	MIAMI, FL	Other service providers	185