Sponsor portfolio
EVANSON ASSET MANAGEMENT
EIN 38-3920313investment managementLatest filing 2025
Plans
1
Retirement
1
$801K assets
Welfare
0
Participants
7
3483 GREENFIELD PLACE - CARMEL, CA 93923831-333-2060evansonasset.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEVE EVANSON PROFIT SHARING PLAN | ProfitSharing | $801K | 7 | 2025 |
Retirement plans