Mintzer, Sarowitz, Zeris & Willis, Pllc 401(k) Plan
Sponsored by Mintzer, Sarowitz, Zeris & Willis, Pllc · EIN 934242766 · Plan #001
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 113
- With balances
- 198
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 |
|---|---|---|
| Hornor, Townsend & Kent, Llc CRD 4031 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hornor Townsend & Kent Inc | Investment advisory (plan) | $35,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $5,773 |