Zimbrick, Inc. Retirement Savings Plan
Sponsored by Zimbrick, Inc. · EIN 390963195 · Plan #001
- Total assets
- $130M
- Net assets
- $130M
- Active participants
- 904
- With balances
- 865
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $50,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $49,388 |
| Baker Tilly Virchow Krause, Llp | Accounting | $30,950 |
| Empower Advisory Group, Llc | Investment management, Investment advisory (participants), Direct payment from the plan | $29,208 |