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Sponsor portfolio

B. C. EVANS & ASSOCIATES

EIN 38-3401141-individual & family services-Latest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
8
1895 CROOKS ROAD - TROY, MI 48084248-609-9001LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filings
#002CashBalance-$3.0M - 4 part#001401k-$2.1M - 4 part

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CASH BALANCE PLAN (#002)59%
  • BCE 401(K) (#001)41%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • BCE 401(K) (#001)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BCE CASH BALANCE PLAN

CashBalance

Assets$3.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BCE 401(K) PLAN

401k

Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BCE CASH BALANCE PLANCashBalance$3.0M42025
001BCE 401(K) PLAN401k$2.1M42025
Retirement plans
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