EVESTMENT ALLIANCE LLC
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Evestment Alliance LLC at a glance
Evestment Alliance LLC appears on 30 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $204.0B in assets for 1,281,068 participants. The median client plan holds $4.1B. Most client plans are sponsored in CA, GA and IL. The largest clients by plan assets are Verizon Communications Inc., United Parcel Service of America, Inc. and International Business Machines Corporation. Plans reported $677K in direct and indirect compensation paid to Evestment Alliance LLC, a median of $15K per plan.
- Participants
- 1,281,068
- Median plan assets
- $4.1B
- Median plan participants
- 22,197
- Median fees per plan
- $15K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
Top client states
- CA5 plans
- GA3 plans
- IL3 plans
- NY3 plans
- CT2 plans
Frequently asked questions
- Who uses Evestment Alliance LLC?
- 30 retirement plans list Evestment Alliance LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Verizon Communications Inc., United Parcel Service of America, Inc., International Business Machines Corporation, Pacific Gas and Electric Company and Eli Lilly and Company. Most client plans are sponsored in CA, GA and IL.
- How many plans does Evestment Alliance LLC serve?
- Evestment Alliance LLC serves 30 retirement plans with $204.0B in plan assets and 1,281,068 participants, based on the latest Form 5500 filings through 2024.
- What does Evestment Alliance LLC charge?
- Plans reported $677K in total Schedule C compensation paid to Evestment Alliance LLC. The median plan paid $15K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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