Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
EVANS INVESTMENT ADVISORS, LLC
EIN 30-0468212investment bankingLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
11
6713 PERKINS ROAD - BATON ROUGE, LA 70808225-761-7870evansinvestmentadvisors.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 11 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#001
EVANS INVESTMENT ADVISORS, LLC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$1.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EVANS INVESTMENT ADVISORS, LLC 401K PROFIT SHARING PLAN AND TRUST | 401k | $1.6M | 6 | 2025 | |
| 002 | EVANS INVESTMENT ADVISORS, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $1.4M | 5 | 2024 |
Retirement plans