· 2022–2024 · DOL EFAST2
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EVENSKY & KATZ — Form 5500 Service Provider Profile | Form 5500 Search
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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
1
Active participants
89
Total plan assets
$3.9M
Filings (rows)
1
Direct comp
$17K
Indirect comp
$0
Showing only "EVENSKY & KATZ"
View all 3 variants aggregated →
EVENSKY & KATZ WEALTH MANAGEMENT
3
EVENSKY & KATZ/FOLDES
2
EVENSKY & KATZ
1
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
FOH, INC.
FOH, INC. 401(K) PLAN
MIAMI, FL
Other service providers
89
$3.9M
$17K
$0