Zemba Bros., Inc. 401(k) Profit Sharing Plan
Sponsored by Zemba Bros., Inc. · EIN 061669800 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 182
- With balances
- 279
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $33,597 |
| Equitable Advisors, Llc | Investment advisory (plan) | $27,882 |
| Qualified Pension Consultants, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,500 |