Everhart Financial Group DBA Everha

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,901

Total plan assets

$39.6M

Filings (rows)

Direct comp

$13K

Indirect comp

$26K

Showing only "EVERHART FINANCIAL GROUP DBA EVERHA"

View all 4 variants aggregated →

EVERHART FINANCIAL GROUP157 EVERHART FINANCIAL GROUP EVERHA35 EVERHART FINANCIAL3 EVERHART FINANCIAL GROUP DBA EVERHA3

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ventra Health, Inc. Ventra Health Retirement Plan · all filings	DALLAS, TX	Advisor / Consultant	555	$30.0M	$0	$22K
Sourcepoint Sourcepoint Matched Savings Plan · all filings	DELAWARE, OH	Advisor / Consultant	97	$6.4M	$5K	$4K
Goodwill Columbus Goodwill Columbus 403(b) Retirement Plan · all filings	COLUMBUS, OH	Advisor / Consultant	1,249	$3.2M	$8K	$5