Ziegler 401(k) Retirement Plan
Sponsored by B. C. Ziegler And Company · EIN 390727640 · Plan #002
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 179
- With balances
- 299
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $65,322 |
| Oneamerica Investment Advisory Svcs | Investment management, Investment management fees (indirect) | $25,000 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |