Zimmerman Associates, Inc. 401(k) Savings Plan
Sponsored by Zimmerman Associates, Inc. · EIN 620995602 · Plan #002
- Total assets
- $35.1M
- Net assets
- $35.1M
- Active participants
- 430
- With balances
- 606
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 |
|---|---|---|
| Aprio, Llp | Accounting | $15,225 |
| Morgan Stanley Smith Barney | Other commissions | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$18,384 |