EVERCORE 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
6
Active participants
806
Total plan assets
$154.5M
Filings (rows)
6
Direct comp
$172K
Indirect comp
$0
SERVICES PROVIDED
Other6
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 129 | $43.1M | $53K |
| HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 139 | $41.1M | $41K |
| HANSON BRIDGETT LLP HANSON BRIDGETT LLP ASSOCIATE 401(K) PLAN | SAN FRANCISCO, CA | Other NONE | 136 | $33.1M | $46K |
| LLOYD PEST CONTROL COMPANY LLOYD PEST CONTROL COMPANY PROFIT SHARING PLAN | SAN DIEGO, CA | Other NONE | 247 | $16.2M | $7K |
| TAFAPOLSKY & SMITH LLP TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO, CA | Other NONE | 74 | $11.1M | $8K |
| TAFAPOLSKY & SMITH LLP TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO, CA | Other NONE | 81 | $9.9M | $17K |