Zivaro, Inc. 401(k) Plan
Sponsored by Zivaro, Inc. · EIN 841482895 · Plan #002
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 201
- With balances
- 200
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Recordkeeping, Trustee (institutional), Other services | $35,557 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $30,077 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees | $0 |