Management Planning

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

26,499

Total plan assets

$2.8B

Filings (rows)

Direct comp

$143K

Indirect comp

$172

SERVICES PROVIDED

Advisor / Consultant6

TPA / Administrator2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ebsco Industries, Inc. Ebsco Savings and Profit Sharing Plan · all filings	BIRMINGHAM, AL	Advisor / Consultant	3,390	$736.3M	$14K	$0
Ebsco Industries, Inc. Ebsco Savings and Profit Sharing Plan · all filings	BIRMINGHAM, AL	Advisor / Consultant	3,521	$648.1M	$3K	$0
Ebsco Industries, Inc. Ebsco Savings and Profit Sharing Plan · all filings	BIRMINGHAM, AL	Advisor / Consultant	3,538	$553.7M	$12K	$172
The Davey Tree Expert Company The Davey 401ksop and ESOP · all filings	KENT, OH	TPA / Administrator	7,958	$402.6M	$43K	$0
The Davey Tree Expert Company The Davey 401ksop and ESOP · all filings	KENT, OH	TPA / Administrator	7,640	$343.3M	$34K	$0
JHI Group Inc. Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust · all filings	MONROEVILLE, OH	Advisor / Consultant	153	$37.4M	$13K	$0
JHI Group Inc. Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust · all filings	MONROEVILLE, OH	Advisor / Consultant	143	$31.5M	$12K	$0
JHI Group Inc. Janotta & Herner, Inc. Employee Stock Ownership Plan and Trust · all filings	MONROEVILLE, OH	Advisor / Consultant	156	$25.9M	$12K	$0