Fross Zelnick Lehrman & Zissu, P.C. 401(k) & Profit Sharing Plan
Sponsored by Fross Zelnick Lehrman & Zissu, P.C. · EIN 133106281 · Plan #002
- Total assets
- $52.9M
- Net assets
- $52.9M
- Active participants
- 175
- With balances
- 265
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $73,714 |
| Cbiz Inc | Other fees | $32,550 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $20,169 |
| Marsh & Mclennan Companies Inc | Accounting | $8,542 |
| Groom Law Group Chartered | Legal | $5,043 |
| Empower Advisory Group, Llc | Investment management | $2,313 |