The Azoff Company 401(k) Plan And Trust
Sponsored by The Azoff Company Llc · EIN 463680742 · Plan #001
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 273
- With balances
- 292
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 |
|---|---|---|
| Naylor Capital Llc CRD 170821 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $52,067 |
| Naylor Capital Llc | Investment advisory (plan) | $39,743 |