Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Everhart Financial Group Inc
Everhart Financial Group Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $245,637
Assets of those plans
$404,243,256
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$245,637
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 10 |
| 50 | Direct payment from the plan | 3 |
| 99 | Other fees | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Club Retirement Plan | Club Management Association of America | $262,727,712 | 5,168 | $18,420 |
| Physicians Primary Care of Southwest Florida, P.L. 401(k) Profit Sharing Plan and Trust | Physicians Primary Care of Southwest Florida P.L. | $29,831,188 | 188 | $44,468 |
| Core Molding Technologies, Inc. 401(k) Retirement Savings Plan | Core Molding Technologies | $27,344,343 | 430 | $13,658 |
| Lifestyle Communities, Ltd. and Affiliates 401(k) Plan | Lifestyle Communities | $18,787,060 | 438 | $9,889 |
| Advocate RCM Holding Company, LLC 401(k) Savings Plan | Advocate RCM | $18,719,139 | 283 | $36,462 |
| Medflight 401(k) Retirement Savings Plan | Ohio Medical Transportation | $14,766,167 | 544 | $35,870 |
| Suncoast Beverage Sales 401(k) Profit Sharing Plan & Trust | Suncoast Beverage Sales | $14,435,870 | 246 | $33,232 |
| Jefferson Southern 401(k) Plan | Jefferson Southern | $6,098,023 | 338 | $15,903 |
| Facilities Management Express, LLC.401(k) Plan | Facilities Management Express | $5,012,048 | 152 | $11,957 |
| Unipres Alabama 401(k) Plan | Unipres Alabama | $4,652,345 | 168 | $15,275 |
| Lighthouse Behavioral Health Solutions 401(k) | Lighthouse Behavioral Health Solutions | $1,869,361 | 177 | $10,503 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.