Assets by plan
Share of aggregate retirement assets
97%top
Filings through .
Sponsor portfolio
Steve E Evenson Esq PC
EIN 11-3817566Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$312K assets
Welfare
0
Participants
6
686 W. WILLIAMS AVE - FALLON, NV 89406775-428-1967
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $312K assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEVE E EVENSON ESQ DEFINED BENEFIT PLAN & TRUST
Traditional DB
Assets$304K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
STEVE E EVENSON ESQ 401(K) PLAN & TRUST
Profit-sharing
Assets$8K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEVE E EVENSON ESQ DEFINED BENEFIT PLAN & TRUST | Traditional DB | $304K | 3 | 2025 | |
| 001 | STEVE E EVENSON ESQ 401(K) PLAN & TRUST | Profit-sharing | $8K | 3 | 2025 |
Retirement plans