AUMdb

Zag Technical Services 401(k) Profit Sharing Plan

Sponsored by Zag Technical Services · EIN 770492384 · Plan #001

Total assets
$17.2M
Net assets
$17.2M
Active participants
80
With balances
135

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
Fisher Asset Management, Llc CRD 107342 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fisher Asset Management Llc Fisher Investment advisory (plan) $65,993
Empower Annuity Insurance Company Recordkeeping fees $22,313