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
8
Active participants
26,499
Total plan assets
$2.8B
Filings (rows)
8
Direct comp
$143K
Indirect comp
$172
SERVICES PROVIDED
Advisor / Consultant6
TPA / Administrator2
Top plans served
All 8 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| EBSCO INDUSTRIES, INC. EBSCO SAVINGS AND PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant CONSULTANT | 3,390 | $736.3M | $14K |
| EBSCO INDUSTRIES, INC. EBSCO SAVINGS AND PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant CONSULTANT | 3,521 | $648.1M | $3K |
| EBSCO INDUSTRIES, INC. EBSCO SAVINGS AND PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant CONSULTANT | 3,538 | $553.7M | $12K |
| THE DAVEY TREE EXPERT COMPANY THE DAVEY 401KSOP AND ESOP | KENT, OH | TPA / Administrator CONTRACT ADMINISTRATOR | 7,958 | $402.6M | $43K |
| THE DAVEY TREE EXPERT COMPANY THE DAVEY 401KSOP AND ESOP | KENT, OH | TPA / Administrator CONTRACT ADMINISTRATOR | 7,640 | $343.3M | $34K |
| JHI GROUP INC. JANOTTA & HERNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MONROEVILLE, OH | Advisor / Consultant VALUATION ADVISOR | 153 | $37.4M | $13K |
| JHI GROUP INC. JANOTTA & HERNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MONROEVILLE, OH | Advisor / Consultant VALUATION ADVISOR | 143 | $31.5M | $12K |
| JHI GROUP INC. JANOTTA & HERNER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MONROEVILLE, OH | Advisor / Consultant VALUATION ADVISOR | 156 | $25.9M | $12K |