Thaler Machine Company Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Thaler Machine Company Llc · EIN 844259995 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 109
- With balances
- 133
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 |
|---|---|---|
| Everhart Advisors | Investment advisory (participants) | $16,730 |
| Paychex, Inc. | Recordkeeping | $10,699 |
| Erisa Fiduciary Services, Inc. | Contract administrator | $5,650 |