Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Everhart Advisors
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Everhart Advisors is named as a service provider on the Schedule C of 90 retirement plans with 100 or more participants for plan year 2024, covering 60,575 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.9M. Per plan, the median was $76.03 per participant, with the middle half of plans between $36.62 and $133. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Ohio (77), Florida (5) and Texas (2).
In 2009 it appeared on 10 such filings; in 2024, 91. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $36.62 | $76.03 | $133 |
| Compensation as a share of plan net assets | 0.10% | 0.18% | 0.22% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Club Retirement Plan | The Club Management Association of America | VA | 8,662 | $263M | $18K |
| Medvet, Inc. Employees Savings Trust | Medvet, Inc. | OH | 4,044 | $147M | $111K |
| CPS Solutions, LLC 401(k) Plan | CPS Solutions, LLC | MN | 3,480 | $292M | $48K |
| Anchor Hocking 401(k) Plan | Anchor Hocking Holdings, Inc. | OH | 2,864 | $72.4M | $16K |
| Quantum Health, Inc. 401(k) Plan | Quantum Health, Inc. | OH | 2,714 | $109M | $98K |
| F & P America Manufacturing, Inc. Retirement Savings Plan | F & P America Manufacturing, Inc. | OH | 2,174 | $79.5M | $75K |
| Odw Logistics, Inc. 401(k) Retirement Plan | Odw Logistics, Inc. | OH | 1,954 | $38.9M | $45K |
| Atrium Centers 401(k) Plan and Trust | Atrium Centers Management, LLC | OH | 1,723 | $17.7M | $32K |
| Goodwill Columbus 403(b) Retirement Plan | Goodwill Columbus | OH | 1,289 | $3.2M | $7,984 |
| Henny Penny Corporation Employees 401(k) Retirement Plan | Henny Penny Corporation | OH | 1,243 | $133M | $92K |
| Anchor Partners 401(k) Profit Sharing Plan | Anchor Partners, LLC | TX | 1,168 | $22.8M | $41K |
| T2 Financial LLC 401(k) Profit Sharing Plan & Trust | T2 Financial LLC | OH | 1,157 | $15.7M | $27K |
| Rudolph Foods Company, Inc. 401(k) Retirement Plan | Rudolph Foods Company, Inc. | OH | 942 | $40.8M | $53K |
| Yutaka Technologies 401(k) Retirement Plan | Cardington Yutaka Technologies, Inc. | OH | 934 | $29.8M | $30K |
| Columbus Association for the Performing Arts 403(b) Plan | Columbus Association for the Performing Arts | OH | 840 | $12.5M | $16K |
| Contract Lumber, Inc. Retirement Plan | Contract Lumber, Inc. | OH | 825 | $49.9M | $59K |
| Ventra Health Retirement Plan | Ventra Health, Inc. | TX | 814 | $30.0M | $22K |
| Dorothy Lane Market, Inc. 401(k) Retirement Plan | Dorothy Lane Market, Inc. | OH | 779 | $19.2M | $37K |
| Crowther Roofing Company, Inc., 401(k) Profit Sharing Plan and Trust | Crowther Roofing and Sheet Metal of Florida, Inc. | FL | 755 | — | $22K |
| Rogue Fitness 401(k) Plan | Coulter Ventures LLC DBA Rogue Fitness | OH | 749 | $16.8M | $36K |
| Rocky Brands, Inc. 401(k) Plan and Trust | Rocky Brands, Inc. | OH | 669 | $40.9M | $8,950 |
| Tailored Management 401(k) Plan | SBL Enterprises, LLC | OH | 648 | $2.2M | $8,380 |
| The Washington Prime Group Retirement Savings Plan | WPG Real Estate Associates LLC | OH | 632 | $61.2M | $42K |
| Medflight 401(k) Retirement Savings Plan | Ohio Medical Transportation, Inc. | OH | 607 | $14.8M | $36K |
| Hfi, LLC Savings Plan | Hfi, LLC | OH | 568 | $20.7M | $33K |
| Allied Mineral Products 401(k) Plan | Allied Mineral Products Holding Inc. | OH | 547 | $13.7M | $28K |
| Lifestyle Communities, Ltd. and Affiliates 401(k) Plan | Lifestyle Communities, Ltd. | OH | 537 | $18.8M | $30K |
| Sawdey Solution Services, Inc. 401(k) Retirement Plan | Sawdey Solution Services, Inc. | OH | 502 | $26.7M | $51K |
| CTL Engineering, Inc. 401(k) Profit Sharing Plan | CTL Engineering, Inc. | OH | 478 | $29.3M | $38K |
| The Hitachi Astemo Findlay Inc. Pension Plan | Hitachi Astemo Findlay, Inc. | OH | 470 | $6.4M | $10K |
| Setex, Inc. Tax Deferred Savings Plan and Trust | Setex, Inc. | OH | 460 | $52.5M | $51K |
| Network for Life 401(k) Plan | Network for Life | OH | 448 | $21.9M | $40K |
| McGohan Brabender 401(k) Profit Sharing Plan | McGohan/brabender Agency, Inc. | OH | 447 | $61.6M | $25K |
| Celina Aluminum Precision Technology Inc. 401(k) Savings Plan | Celina Aluminum Precision Technology Inc. | OH | 445 | $32.4M | $18K |
| Revlocal, LLC Profit Sharing & 401(k) Plan | Revlocal, LLC | OH | 436 | $24.0M | $46K |
| Core Molding Technologies, Inc. 401(k) Retirement Savings Plan | Core Molding Technologies, Inc. | OH | 430 | $27.3M | $14K |
| J. E. Grote Company 401(k) Profit Sharing Plan | J. E. Grote Company, Inc. | OH | 425 | $27.0M | $44K |
| Stoelzle Glass USA, Inc. 401(k) Plan | Stoelzle Glass USA, Inc. | PA | 410 | $15.0M | $5,692 |
| Yusa Corporation 401(k) Plan | Yusa Corporation | OH | 402 | $22.3M | $41K |
| Eastway Corporation 401(k) Savings and Retirement Plan | Eastway Corporation | OH | 398 | $9.9M | $22K |
Questions and answers
How many plans does Everhart Advisors serve?
90 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Everhart Advisors?
The median plan reported $76.03 per participant in direct and indirect compensation (90 plans reporting an amount), or 0.18% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (69 plans), Investment advisory (participants) (7 plans), Recordkeeping and information management (6 plans) and Trustee (bank, trust company, or similar financial institution) (6 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.