Medvet, Inc. Employees Savings Trust
Sponsored by Medvet, Inc. · EIN 901033476 · Plan #001
- Total assets
- $147M
- Net assets
- $147M
- Active participants
- 3,503
- With balances
- 2,568
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $178,173 |
| Everhart Financial Group Inc | Investment advisory (plan) | $110,648 |