Evercore

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

22,668

Total plan assets

$15.4B

Filings (rows)

Direct comp

$315K

Indirect comp

Showing only "EVERCORE"

View all 6 variants aggregated →

EVERCORE GROUP L L C17 EVERCORE GROUP15 EVERCORE WEALTH MANAGEMENT6 EVERCORE ISI5 EVERCORE4 EVERCORE TRUST N A2

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Exelon Corporation Exelon Corporation Retirement Program · all filings	CHICAGO, IL	Advisor / Consultant	8,898	$6.4B	$213K	$0
Exelon Corporation Exelon Corporation Retirement Program · all filings	CHICAGO, IL	Advisor / Consultant	8,464	$6.1B	$19K	$0
Exelon Corporation Pepco Holdings LLC Retirement Plan · all filings	CHICAGO, IL	Advisor / Consultant	3,199	$2.0B	$52K	$0
Exelon Corporation Exelon Pension Plan · all filings	CHICAGO, IL	Advisor / Consultant	2,107	$1.0B	$31K	$0