Plans listing this provider
17
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Everhart Advisors
Everhart Advisors
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $520,542
Assets of those plans
$409,118,169
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
$520,542
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) | 15 |
| 50 | Direct payment from the plan | 14 |
| 26 | Investment advisory (participants) | 3 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Henny Penny Corporation Employees 401(k) Retirement Plan | Henny Penny | $133,169,845 | 1,230 | $91,873 |
| The Washington Prime Group Retirement Savings Plan | WPG Real Estate Associates | $61,238,738 | 601 | $42,000 |
| Edison Welding Institute, Inc. Salary Savings Plan | Edison Welding Institute | $46,278,359 | 270 | $40,034 |
| United Mcgill Corp Pay Deferral Plan & Trust | United Mcgill | $30,666,531 | 138 | $50,253 |
| Scott Industrial Systems Inc Profit Sharing 401 (k) Plan | Scott Industrial Systems | $23,500,902 | 118 | $41,682 |
| Accurate Inventory & Calculating Service Inc 401(k) Profit Sharing Plan | Accurate Inventory and Calculating Service | $19,584,725 | 213 | $33,350 |
| Atrium Centers 401(k) Plan and Trust | Atrium Centers Management | $17,667,906 | 480 | $32,035 |
| Company Wrench, Ltd, 401(k) Profit Sharing Plan | Company Wrench | $14,782,998 | 241 | $24,882 |
| Live Technologies 401(k) P/S Plan & Trust | Live Technologies Holdings | $12,555,611 | 128 | $24,532 |
| Hamilton Parker Company, LLC PS Plan & Trust | Hamilton Parker | $12,047,959 | 147 | $25,825 |
| Hord Personnel Services, Inc. 401(k) PS Plan | Hord Personnel Services | $11,023,682 | 228 | $26,201 |
| Northwest Title Family of Companies, Inc. 401(k) PSP and Trust | Northwest Title Family of Companies | $9,224,168 | 158 | $19,949 |
| The Childrens Center for Developmental Enrichment (ccde)/oakstone Academy 401k Plan | Ccde/oakstone Academy | $6,915,432 | 119 | $18,302 |
| Equity 401(k) Plan | Equity Construction Solutions | $4,577,044 | 121 | $16,641 |
| Crown Services, Inc. 401(k) PS Plan | Crown Services | $3,725,607 | 304 | $11,980 |
| Tailored Management 401(k) Plan | SBL Enterprises | $2,158,662 | 260 | $8,380 |
| Instant Brands Retirement Income Plan | WKI Holding | $0 | 0 | $12,623 |
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.