Zaheri Group Retirement Plan
Sponsored by Zaheri Group · EIN 943072384 · Plan #001
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 349
- With balances
- 256
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 |
|---|---|---|
| Forusall Advisors, Llc CRD 167241 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forusall Advisors | Investment advisory (plan), Direct payment from the plan | $32,154 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $31,524 |
| Pension Assurance, Llp | Other fees, Direct payment from the plan | $30,500 |