Zep Inc. 401(k) Plan
Sponsored by Zep Inc. · EIN 260783366 · Plan #007
- Total assets
- $160M
- Net assets
- $160M
- Active participants
- 1,067
- With balances
- 1,517
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 |
|---|---|---|
| Zanetti Financial, Llc CRD 282089 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $126,347 |
| Nfp Retirement Inc | Investment management, Direct payment from the plan | $45,000 |
| Smith Anglin Financial Llc | Investment advisory (participants), Direct payment from the plan | $15,129 |
| Zanetti Financial Llc | Investment advisory (participants), Direct payment from the plan | $8,374 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $3,595 |