Zs Associates, Inc. 401(k) Profit Sharing Plan
Sponsored by Zs Associates, Inc. · EIN 363249852 · Plan #001
- Total assets
- $659M
- Net assets
- $659M
- Active participants
- 2,902
- With balances
- 4,274
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Servic | Investment advisory (plan) | $50,000 |
| Donovan Cpas | Accounting | $24,300 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$395,453 |