Area Energy & Electric, Inc. Profit Sharing Plan
Sponsored by Area Energy & Electric, Inc. · EIN 341403836 · Plan #003
- Total assets
- $38.6M
- Net assets
- $38.6M
- Active participants
- 352
- With balances
- 399
Plan year beginning 05/01/2024 · 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 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everhart Financial Group Inc Everha | Investment advisory (plan) | $37,186 |
| Flagel, Huber, Flagel, And Co | Accounting | $12,800 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $1,115 |