Westerwood 401(k) Plan
Sponsored by Friendship Village Of Columbus, Ohio, Inc. · EIN 310892356 · Plan #003
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 282
- With balances
- 261
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $18,271 |
| Everhart Financial Group Inc Everha | Investment advisory (plan) | $10,701 |