Southwest Ohio Ent Specialists, Inc. Cash Balance Pension Plan
Sponsored by Southwest Ohio Ent Specialists, Inc. · EIN 310644802 · Plan #003
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 125
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Creative Retirement Systems, Inc. | Actuarial, Direct payment from the plan | $19,750 |
| Everhart Advisors | Investment management, Investment management fees (direct) | $9,277 |