AUMdb

The Zebra 401(k) Plan

Sponsored by Insurance Zebra, Inc. · EIN 454235904 · Plan #001

Total assets
$14.2M
Net assets
$14.2M
Active participants
243
With balances
389

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
Cah Advisors, Llc CRD 316355 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $46,180
Frost Bank Investment advisory (plan) $24,419
Armanino Llp Accounting $23,100
Cah Advisors Llc Investment advisory (plan) $11,228