Service Provider
FLAGEL HUBER FLAGEL
20 companies • 22 plans • 61 filings • Latest year 2024
Company Profile • 31-0796034AccountantDisclaimer of opinionService providerUnqualified opinionAccountingManaged account servicesOther servicesService code 60
Total Direct Compensation
$194,611
0.01% of tracked asset basis
Tracked Asset Basis
$1,448,989,507
Companies
20
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| Communicare Health Services Inc. | 31-1105079 | 5 | 1 | 2018 | $69,175 | 1.07% | $6,484,401 |
| O'Neil & Associates Inc. | 31-0629068 | 5 | 1 | 2024 | $41,113 | 0.05% | $76,975,189 |
| Fujitec America Inc. | 22-2190686 | 6 | 1 | 2024 | $36,200 | 0.02% | $166,797,869 |
| The Minster Machine Company | 34-4306440 | 3 | 1 | 2023 | $23,400 | 0.01% | $213,533,575 |
| Hy-Tek Material Handling LLC | 31-1277283 | 1 | 1 | 2022 | $16,723 | 31.65% | $52,836 |
| Gzk Inc. | 31-0619978 | 1 | 1 | 2010 | $8,000 | 0.37% | $2,140,974 |
| Bonbright Distributors Inc | 31-1063631 | 1 | 1 | 2024 | - | - | $4,236,646 |
| CELINA ALUMINUM PRECISION TECHNOLOGY INC 401K SAVINGS PLAN | 35-1928465 | 2 | 2 | 2024 | - | - | $52,750,950 |
| Clinic Security and Logistics Inc. | 47-1346568 | 1 | 1 | 2024 | - | - | $1,032,593 |
| Dytr Staffing and Management Company LLC | 81-0936777 | 4 | 1 | 2024 | - | - | $9,580,373 |
| Hydro Vac Holdings Inc | 83-3013107 | 3 | 1 | 2024 | - | - | $40,869,497 |
| Minster State Bank | 34-4306490 | 1 | 1 | 2024 | - | - | $26,021,974 |
| Parts Express International Inc. | 31-1190378 | 5 | 1 | 2024 | - | - | $29,623,394 |
| Providence Medical Group Inc. | 42-1534506 | 9 | 1 | 2024 | - | - | $177,457,896 |
| Wright-Patt Credit Union Inc. | 31-0278870 | 7 | 1 | 2023 | - | - | $490,468,789 |
| Dayton Superior Corporation | 31-0676346 | 1 | 1 | 2022 | - | - | $27,951,380 |
| Reddy Electric Company | 31-0805593 | 1 | 1 | 2022 | - | - | $5,483,740 |
| Dayton Heidelberg Distributing Co. | 31-0620091 | 2 | 2 | 2021 | - | - | $109,864,642 |
| Hidy Motors Inc. | 31-0976076 | 2 | 1 | 2009 | - | - | $1,502,131 |
| RETALIX USA, DAYTON | 31-0951392 | 1 | 1 | 1999 | - | - | $6,160,661 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2024 | O'Neil & Associates Inc. | O'Neil & Associates Inc. Profit Sharing & Savings Plan | Accountant • Service provider • Unqualified opinion | Managed account services | $15,500 | 0.09% | $16,777,617 | View filing |
| 2024 | Fujitec America Inc. | Fujitec America Inc. Employees Retirement Plan | Accountant • Service provider • Unqualified opinion | Accounting | $12,500 | 0.04% | $28,407,385 | View filing |
| 2024 | Parts Express International Inc. | Parts Express International Inc. 401K Plan | Accountant • Unqualified opinion | - | - | - | $5,563,993 | View filing |
| 2024 | Minster State Bank | Minster State Bank Profit Sharing Plan and Trust | Accountant • Unqualified opinion | - | - | - | $26,021,974 | View filing |
| 2024 | Hydro Vac Holdings Inc | Hydro-Vac Holdings Inc. 401(K) Profit Sharing Plan | Accountant • Unqualified opinion | - | - | - | $14,086,962 | View filing |
| 2024 | Clinic Security and Logistics Inc. | Full Circle Recovery Services 401(K) Plan | Accountant • Unqualified opinion | - | - | - | $1,032,593 | View filing |
| 2024 | Dytr Staffing and Management Company LLC | The Job Center Retirement Savings Plan | Accountant • Unqualified opinion | - | - | - | $3,058,785 | View filing |
| 2024 | Providence Medical Group Inc. | Providence Medical Group Inc. Retirement Plan | Accountant • Unqualified opinion | - | - | - | $15,914,193 | View filing |
| 2024 | Bonbright Distributors Inc | Bonbright Union Money Purchase Pension Plan and Trust | Accountant • Unqualified opinion | - | - | - | $4,236,646 | View filing |
| 2024 | CELINA ALUMINUM PRECISION TECHNOLOGY INC 401K SAVINGS PLAN | Celina Aluminum Technology Inc 401(K) Savings Plan | Accountant • Unqualified opinion | - | - | - | $32,760,730 | View filing |
| 2024 | CELINA ALUMINUM PRECISION TECHNOLOGY INC 401K SAVINGS PLAN | Celina Aluminum Precision Technology Inc. Defined Benefit Plan | Accountant • Unqualified opinion | - | - | - | $19,990,220 | View filing |
| 2023 | O'Neil & Associates Inc. | O'Neil & Associates Inc. Profit Sharing & Savings Plan | Accountant • Service provider • Unqualified opinion | Managed account services | $14,500 | 0.10% | $14,834,493 | View filing |
| 2023 | The Minster Machine Company | The Minster Machine Company Pension Plan for Employees Represented by the United Steelworkers of America | Accountant • Service provider • Unqualified opinion | Accounting | $12,000 | 0.02% | $64,567,623 | View filing |
| 2023 | Fujitec America Inc. | Fujitec America Inc. Employees Retirement Plan | Accountant • Service provider • Unqualified opinion | Accounting • Service code 60 | $11,850 | 0.05% | $26,293,369 | View filing |
| 2023 | Fujitec America Inc. | Fujitec America Inc. Employees Retirement Plan | Accountant • Service provider • Unqualified opinion | Accounting • Service code 60 | $11,850 | 0.05% | $26,293,369 | View filing |
| 2023 | Parts Express International Inc. | Parts Express International Inc. 401K Plan | Accountant • Unqualified opinion | - | - | - | $5,423,660 | View filing |
| 2023 | Wright-Patt Credit Union Inc. | Wright-Patt Credit Union Inc Capital Accumulation Plan | Accountant • Unqualified opinion | - | - | - | $99,900,113 | View filing |
| 2023 | Hydro Vac Holdings Inc | Hydro-Vac Holdings Inc. 401(K) Profit Sharing Plan | Accountant • Unqualified opinion | - | - | - | $14,922,766 | View filing |
| 2023 | Dytr Staffing and Management Company LLC | The Job Center Retirement Savings Plan | Accountant • Unqualified opinion | - | - | - | $2,424,004 | View filing |
| 2022 | Hy-Tek Material Handling LLC | Hy-Tek Material Handling Inc. Employee Stock Ownership Plan | Accountant • Service provider • Unqualified opinion | Accounting | $16,723 | 31.65% | $52,836 | View filing |
| 2022 | The Minster Machine Company | The Minster Machine Company Pension Plan for Employees Represented by the United Steelworkers of America | Accountant • Service provider • Unqualified opinion | Accounting | $11,400 | 0.02% | $70,030,834 | View filing |
| 2022 | Fujitec America Inc. | Fujitec America Inc. Employees Retirement Plan | Accountant • Unqualified opinion | - | - | - | $27,919,885 | View filing |
| 2022 | Wright-Patt Credit Union Inc. | Wright-Patt Credit Union Inc Capital Accumulation Plan | Accountant • Unqualified opinion | - | - | - | $93,528,985 | View filing |
| 2022 | Parts Express International Inc. | Parts Express International Inc. 401K Plan | Accountant • Disclaimer of opinion | - | - | - | $5,912,065 | View filing |
| 2022 | Dytr Staffing and Management Company LLC | The Job Center Retirement Savings Plan | Accountant • Unqualified opinion | - | - | - | $2,048,792 | View filing |
| 2022 | Dytr Staffing and Management Company LLC | The Job Center Retirement Savings Plan | Accountant • Unqualified opinion | - | - | - | $2,048,792 | View filing |
| 2022 | Reddy Electric Company | Reddy Electric Company 401(K) Plan | Accountant • Unqualified opinion | - | - | - | $5,483,740 | View filing |
| 2022 | Dayton Superior Corporation | Dayton Superior Corporation Master Pension Plan | Accountant • Unqualified opinion | - | - | - | $27,951,380 | View filing |
| 2022 | O'Neil & Associates Inc. | O'Neil & Associates Inc. Profit Sharing & Savings Plan | Accountant • Unqualified opinion | - | - | - | $14,765,088 | View filing |
| 2021 | O'Neil & Associates Inc. | O'Neil & Associates Inc. Profit Sharing & Savings Plan | Accountant • Service provider • Unqualified opinion | Managed account services | $11,113 | 0.07% | $15,853,172 | View filing |
| 2021 | Wright-Patt Credit Union Inc. | Wright-Patt Credit Union Inc Capital Accumulation Plan | Accountant • Disclaimer of opinion | - | - | - | $88,797,657 | View filing |
| 2021 | Fujitec America Inc. | Fujitec America Inc. Employees Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $28,941,931 | View filing |
| 2021 | Parts Express International Inc. | Parts Express International Inc. 401K Plan | Accountant • Disclaimer of opinion | - | - | - | $6,361,838 | View filing |
| 2021 | Dayton Heidelberg Distributing Co. | Teamsters Local 957 401K Plan | Accountant • Unqualified opinion | - | - | - | $3,351,440 | View filing |
| 2021 | Dayton Heidelberg Distributing Co. | Dayton Heidelberg Distributing 401K Plan | Accountant • Unqualified opinion | - | - | - | $106,513,202 | View filing |
| 2021 | Parts Express International Inc. | Parts Express International Inc. 401K Plan | Accountant • Unqualified opinion | - | - | - | $6,361,838 | View filing |
| 2021 | Fujitec America Inc. | Fujitec America Inc. Employees Retirement Plan | Accountant • Unqualified opinion | - | - | - | $28,941,931 | View filing |
| 2021 | The Minster Machine Company | The Minster Machine Company Pension Plan for Employees Represented by the United Steelworkers of America | Accountant • Unqualified opinion | - | - | - | $78,935,118 | View filing |
| 2020 | Wright-Patt Credit Union Inc. | Wright-Patt Credit Union Inc Capital Accumulation Plan | Accountant • Disclaimer of opinion | - | - | - | $73,265,850 | View filing |
| 2020 | O'Neil & Associates Inc. | O'Neil & Associates Inc. Profit Sharing & Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $14,744,820 | View filing |
| 2020 | Hydro Vac Holdings Inc | Hydro-Vac Holdings Inc. 401(K) Profit Sharing Plan | Accountant • Disclaimer of opinion | - | - | - | $11,859,770 | View filing |
| 2018 | Communicare Health Services Inc. | Communicare Health Services Group Health Benefit P | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $14,500 | 0.55% | $2,640,985 | View filing |
| 2018 | Wright-Patt Credit Union Inc. | Wright-Patt Credit Union Inc Capital Accumulation Plan | Accountant • Disclaimer of opinion | - | - | - | $51,566,968 | View filing |
| 2018 | Providence Medical Group Inc. | Providence Medical Group Inc. Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $18,824,047 | View filing |
| 2017 | Communicare Health Services Inc. | Communicare Health Services Group Health Benefit P | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $14,250 | 0.79% | $1,811,103 | View filing |
| 2017 | Wright-Patt Credit Union Inc. | Wright-Patt Credit Union Inc Capital Accumulation Plan | Accountant • Disclaimer of opinion | - | - | - | $45,566,924 | View filing |
| 2017 | Providence Medical Group Inc. | Providence Medical Group Inc. Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $21,312,536 | View filing |
| 2016 | Communicare Health Services Inc. | Communicare Health Services Group Health Benefit P | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $13,925 | 1.45% | $959,040 | View filing |
| 2016 | Wright-Patt Credit Union Inc. | Wright-Patt Credit Union Inc Capital Accumulation Plan | Accountant • Disclaimer of opinion | - | - | - | $37,842,294 | View filing |
| 2016 | Providence Medical Group Inc. | Providence Medical Group Inc. Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $22,239,123 | View filing |
| 2015 | Communicare Health Services Inc. | Communicare Health Services Group Health Benefit P | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $13,250 | 2.47% | $536,637 | View filing |
| 2015 | Communicare Health Services Inc. | Communicare Health Services Group Health Benefit P | Accountant • Service provider • Unqualified opinion | Accounting • Other services | $13,250 | 2.47% | $536,637 | View filing |
| 2015 | Providence Medical Group Inc. | Providence Medical Group Inc. Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $22,825,712 | View filing |
| 2014 | Providence Medical Group Inc. | Providence Medical Group Inc. Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $22,710,123 | View filing |
| 2013 | Providence Medical Group Inc. | Providence Medical Group Inc. Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $20,456,949 | View filing |
| 2012 | Providence Medical Group Inc. | Providence Medical Group Inc. Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $17,485,762 | View filing |
| 2011 | Providence Medical Group Inc. | Providence Medical Group Inc. Retirement Plan | Accountant • Disclaimer of opinion | - | - | - | $15,689,453 | View filing |
| 2010 | Gzk Inc. | Gzk Inc. Salary Savings Plan | Service provider | Accounting | $8,000 | 0.37% | $2,140,974 | View filing |
| 2009 | Hidy Motors Inc. | Hidy Motors Inc. 401K Plan | Accountant • Disclaimer of opinion | - | - | - | $751,066 | View filing |
| 2009 | Hidy Motors Inc. | Hidy Motors Inc. 401K Plan | Accountant • Disclaimer of opinion | - | - | - | $751,066 | View filing |
| 1999 | RETALIX USA, DAYTON | Bass Inc. Pension Plan | Accountant | - | - | - | $6,160,661 | View filing |