Mercer Zimmerman, Inc. Profit Sharing 401(k) Plan
Sponsored by Mercer Zimmerman, Inc. · EIN 480761465 · Plan #001
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 177
- With balances
- 217
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 |
|---|---|---|
| The Perspective Group, Llc CRD 175294 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $64,437 |
| The Perspective Group, Llc | Investment advisory (plan) | $38,612 |
| Uhy Llp | Accounting | $13,589 |