Zamperla, Inc. Profit Sharing 401(k) Plan
Sponsored by Zamperla, Inc. · EIN 133582398 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 75
- With balances
- 146
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Capital Group Private Client Services, Inc. CRD 312837 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $29,689 |
| Capital Group Retirement Plan Servi | Recordkeeping, Investment management, Participant loan processing | $950 |
| Consulting Actuaries, Inc. | Accounting, Actuarial, Consulting (pension) | $750 |