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

Active participants

806

Total plan assets

$154.5M

Filings (rows)

Direct comp

$172K

Indirect comp

SERVICES PROVIDED

Other service providers6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Hanson Bridgett LLP Hanson Bridgett LLP Associate 401(k) Plan · all filings	SAN FRANCISCO, CA	Other service providers	129	$43.1M	$53K	$0
Hanson Bridgett LLP Hanson Bridgett LLP Associate 401(k) Plan · all filings	SAN FRANCISCO, CA	Other service providers	139	$41.1M	$41K	$0
Hanson Bridgett LLP Hanson Bridgett LLP Associate 401(k) Plan · all filings	SAN FRANCISCO, CA	Other service providers	136	$33.1M	$46K	$0
Lloyd Pest Control Company Lloyd Pest Control Company Profit Sharing Plan · all filings	SAN DIEGO, CA	Other service providers	247	$16.2M	$7K	$0
Tafapolsky & Smith LLP Tafapolsky & Smith LLP 401(k) Profit Sharing Plan & Trust · all filings	SAN FRANCISCO, CA	Other service providers	74	$11.1M	$8K	$0
Tafapolsky & Smith LLP Tafapolsky & Smith LLP 401(k) Profit Sharing Plan & Trust · all filings	SAN FRANCISCO, CA	Other service providers	81	$9.9M	$17K	$0