Evensky & KATZ

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

Total plan assets

$3.9M

Filings (rows)

Direct comp

$17K

Indirect comp

Showing only "EVENSKY & KATZ"

View all 3 variants aggregated →

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

SERVICES PROVIDED

Other service providers1

Prospecting the plans that use Evensky & KATZ?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
FOH, Inc. FOH, Inc. 401(k) Plan · all filings	MIAMI, FL	Other service providers	89	$3.9M	$17K	$0