Ziffren Brittenham Llp 401(k) Profit Sharing Plan
Sponsored by Ziffren Brittenham Llp · EIN 953303328 · Plan #002
- Total assets
- $68.3M
- Net assets
- $68.3M
- Active participants
- 64
- With balances
- 97
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 |
|---|---|---|
| Danielle Prunier | Investment advisory (participants), Investment advisory (plan) | $116,052 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $110,038 |
| Eileen Bohn | Investment advisory (participants), Investment advisory (plan) | $19,780 |
| Mark Tunney | Investment advisory (participants), Investment advisory (plan) | $13,362 |
| Lindbrook Capital, Llc | Investment advisory (participants), Investment advisory (plan) | $11,629 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |