Plans listing this provider
59
0.10% of the 56,420 plans with Schedule H financials; 54 in 2023
Providers › Everhart Financial Group Inc
Everhart Financial Group Inc
- Service provider, as named on Schedule C
- EIN 311440043
- Plan year 2024
- Direct compensation reported $1,914,623
Assets of those plans
$1,958,286,134
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
7
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,914,623
93% 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) | 40 |
| 50 | Direct payment from the plan | 13 |
| 99 | Other fees | 12 |
| 70 | Consulting fees | 8 |
| 15 | Recordkeeping and information management | 7 |
| 21 | Trustee (bank, trust company or similar) | 7 |
| 49 | Other services | 7 |
| 64 | Recordkeeping fees | 7 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| CPS Solutions, LLC 401(k) Plan | CPS Solutions | $292,370,407 | 2,544 | $48,000 |
| Medvet, Inc. Employees Savings Trust | Medvet | $146,673,521 | 2,568 | $110,648 |
| Quantum Health, Inc. 401(k) Plan | Quantum Health | $108,992,540 | 2,453 | $97,508 |
| F & P America Manufacturing, Inc. Retirement Savings Plan | F & P America Manufacturing | $79,511,413 | 1,452 | $75,491 |
| Central Ohio Hospitalists, Inc. 401(k) Plan | Central Ohio Hospitalists Inc. DBA Medone Hospital Physicians | $73,514,517 | 271 | $78,766 |
| Anchor Hocking 401(k) Plan | EveryWare Global | $72,445,710 | 2,024 | $15,978 |
| Kegler, Brown, Hill & Ritter Employees' 401(k) Retirement Plan | Kegler Brown Hill & Ritter Co. L.P.A. | $62,130,926 | 138 | $41,022 |
| Mcgohan Brabender 401(k) Profit Sharing Plan | Mcgohan/brabender Agency | $61,630,989 | 440 | $24,738 |
| Setex, Inc. Tax Deferred Savings Plan and Trust | Setex | $52,494,152 | 438 | $51,059 |
| Contract Lumber, Inc. Retirement Plan | Contract Lumber | $49,887,170 | 653 | $58,586 |
| Rocky Brands, Inc. 401(k) Plan and Trust | Rocky Brands | $40,929,428 | 661 | $8,950 |
| Dayton-phoenix Group, Inc. Salaried Employees 401(k) Retirement Plan and Trust | Dayton-phoenix Group | $40,897,654 | 265 | $37,251 |
| Rudolph Foods Company, Inc. 401(k) Retirement Plan | Rudolph Foods | $40,814,058 | 731 | $52,863 |
| ODW Logistics, Inc. 401(k) Retirement Plan | ODW Logistics | $38,921,982 | 1,035 | $44,718 |
| Heapy Engineering, Inc. Savings Plan | Heapy Engineering | $38,189,698 | 317 | $63,454 |
| Celina Aluminum Precision Technology Inc 401(k) Savings Plan | Celina Aluminum Precision Technology | $32,410,063 | 358 | $18,000 |
| United Grinding North America, Inc. 401(k) Planrecordkeeper | United Grinding North America in | $32,127,646 | 173 | $40,755 |
| Ventra Health Retirement Plan | Ventra Health | $30,047,763 | 673 | $0 |
| Southwest Ohio ENT Specialists, Inc. 401(k) Retirement Plan and Trust | Southwest Ohio ENT Specialists | $29,836,031 | 181 | $42,231 |
| Yutaka Technologies 401(k) Retirement Plan | Cardington Yutaka Technologies | $29,796,467 | 844 | $30,255 |
| CTL Engineering, Inc. 401(k) Profit Sharing Plan | CTL Engineering | $29,329,145 | 396 | $38,432 |
| Aida-america Corporation Savings Plan | Aida-america | $27,809,000 | 177 | $29,042 |
| J. E. Grote Company 401(k) Profit Sharing Plan | J. E. Grote | $26,979,662 | 373 | $44,419 |
| Sawdey Solution Services, Inc. 401(k) Retirement Plan | Sawdey Solution Services | $26,664,072 | 461 | $0 |
| Revlocal, LLC Profit Sharing & 401(k) Planrecordkeeper | Revlocal | $24,036,578 | 425 | $45,861 |
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.