AUMdb

Northwoods Consulting Partners, Inc. 401(k) Plan

Sponsored by Northwoods Consulting Partners, Inc . · EIN 311668570 · Plan #001 · Dublin, OH

Total assets
$20.7M
Net assets
$20.7M
Active participants
87
With balances
155

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 Financial Group Inc Investment advisory (plan) $38,411
Empower Life & Annuity Recordkeeping fees $23,062
Trinity Pension Consultants Contract administrator $15,090