AUMdb

Zearn 401(k) Plan

Sponsored by Zearn · EIN 371665745 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
185
With balances
195

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
Usi Consulting Group Recordkeeping, Consulting (pension), Direct payment from the plan $11,424