Southwest Ohio Ent Specialists, Inc. 401(k) Retirement Plan And Trust
Sponsored by Southwest Ohio Ent Specialists, Inc. · EIN 310644802 · Plan #002
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 128
- With balances
- 181
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) | $42,231 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $6,583 |
| Creative Retirement Systems, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,568 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $619 |