AUMdb

Zero Motorcycles, Inc. 401(k) Plan

Sponsored by Zero Motorcycles · EIN 204016877 · Plan #001

Total assets
$21.1M
Net assets
$21.1M
Active participants
205
With balances
245

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Llc Investment advisory (participants) $67,154
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $47,597