AUMdb

Scott Industrial Systems Inc Profit Sharing 401 (K) Plan

Sponsored by Scott Industrial Systems, Inc. · EIN 311190910 · Plan #001

Total assets
$23.5M
Net assets
$23.5M
Active participants
149
With balances
118

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 $41,682
Ascensus Llc Other commissions, Other fees, Participant loan processing $2,860