David Zwirner Inc 401(k) Profit Sharing Plan & Trust
Sponsored by David Zwirner Inc · EIN 133686839 · Plan #002
- Total assets
- $36.2M
- Net assets
- $36.2M
- Active participants
- 234
- With balances
- 325
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 |
|---|---|---|
| Rmr Wealth Builders, Inc. CRD 169005 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rmr Wealth Builders, Inc. | Contract administrator, Recordkeeping, Investment advisory (participants) | $54,080 |
| John Hancock Usa | Recordkeeping, Participant loan processing, Float revenue | $0 |