Zentis North America Operating Llc 401(k) Plan
Sponsored by Zentis North America Operating Llc · EIN 202030850 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 276
- With balances
- 403
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (participants) | $19,406 |
| Mesirow Financial | Investment advisory (participants) | $18,082 |
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $17,423 |