Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.S. EVANS LLC (DBA) EVANS SENIOR INVESTMENTS
EIN 45-4308931Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
44
430 W ERIE STREET, SUITE 430 - CHICAGO, IL 60654312-896-0123
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 44 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
J.S. EVANS LLC (DBA) EVANS SENIOR INVESTMENTS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
J. S. EVANS LLC (DBA) EVANS SENIOR INVESTMENTS CROSS-TESTED 401(K) PROFIT SHARING PLAN
401k
Assets$3.1M
Participants23
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 | J.S. EVANS LLC (DBA) EVANS SENIOR INVESTMENTS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.6M | 21 | 2024 | |
| 001 | J. S. EVANS LLC (DBA) EVANS SENIOR INVESTMENTS CROSS-TESTED 401(K) PROFIT SHARING PLAN | 401k | $3.1M | 23 | 2024 |
Retirement plans
Welfare plans