Zestfinance, Inc. D/B/A Zest Ai 401 K Profit Sharing Plan And Trust
Sponsored by Zestfinance, Inc. D/B/A Zest Ai · EIN 800822152 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 135
- With balances
- 199
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $42,096 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $12,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,261 |