Evensky & KATZ/Foldes

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

68,116

Total plan assets

$14.6B

Filings (rows)

Direct comp

$19K

Indirect comp

Showing only "EVENSKY & KATZ/FOLDES"

View all 3 variants aggregated →

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

SERVICES PROVIDED

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