Roger Zatkoff Company Employees' Profit Sharing Retirement Plan
Sponsored by Roger Zatkoff Company · EIN 381683798 · Plan #001
- Total assets
- $170M
- Net assets
- $170M
- Active participants
- 171
- With balances
- 266
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $31,573 |