Dayton Phoenix Group, Inc. Salaried Employees 401(k) Retirement Plan And Trust
Sponsored by Dayton Phoenix Group, Inc. · EIN 311356760 · Plan #002
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 195
- With balances
- 265
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $68,312 |
| Everhart Advisors | Investment advisory (plan), Consulting fees | $37,251 |