AUMdb

Horizon Telcom 401(k) Plan

Sponsored by Horizon Telcom · EIN 311449037 · Plan #005 · Chillicothe, OH

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $32,141
Everhart Financial Group Inc Investment advisory (plan) $22,831
Strategic Advisors, Inc. Investment advisory (plan) $9,247