Herman R Ewell Inc Profit Sharing & Savings Plan
Sponsored by Herman R Ewell Inc · EIN 231490346 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 316
- With balances
- 288
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 |
|---|---|---|
| Comprehensive Financial Planning Corporation CRD 107549 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Comprehensive Financial Planning | Investment advisory (participants), Investment advisory (plan), Named fiduciary | $62,784 |
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $39,276 |
| Matrix Trust Company | Custodial (securities), Shareholder servicing fees, Float revenue | $0 |