Hamilton Parker Company, Llc Ps Plan & Trust
Sponsored by Hamilton Parker Company, Llc · EIN 264038680 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 123
- With balances
- 147
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 |
|---|---|---|
| Everhart Advisors | Investment advisory (plan), Direct payment from the plan | $25,825 |
| Ascensus Llc | Other fees, Recordkeeping fees, Participant loan processing | $8,284 |