Evercore Partners Services East 401(k) match, vesting and fees
What Evercore Partners Services East's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Evercore Partners Services East: employer contribution per participant | $1,166 | |
| Peer median | $2,966 |
| Evercore Partners Services East: average balance | $151,745 | |
| Peer median | $104,792 |
| Evercore Partners Services East: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $282M at the end of plan year 2023 to $355M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,561 | $355M | $2.7M | $1,166 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 2,399 | $282M | $2.8M | $1,297 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Evercore Partners Services East match 401(k) contributions?
The match terms for the Evercore Partners Services East, LLC Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $2.7M in employer contributions, about $1,166 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Evercore Partners Services East 401(k) match vested?
The vesting schedule for the Evercore Partners Services East, LLC Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Evercore Partners Services East 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Evercore Partners Services East, LLC.
I left Evercore Partners Services East. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Evercore Partners Services East, LLC, (212) 857-3100) or the recordkeeper, Fidelity Investments Institutional. The Evercore Partners Services East old 401(k) page lists the contacts from every plan filing. Find an old Evercore Partners Services East 401(k)
Data from the public Form 5500 annual reports Evercore Partners Services East filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Evercore Partners Services East. Not financial advice. Report a correction · Methodology