AUMdb

Zwicker & Associates, P.C. 401(k) Plan

Sponsored by Zwicker & Associates, P.C. · EIN 043131560 · Plan #001

Total assets
$21.0M
Net assets
$21.0M
Active participants
771
With balances
390

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
Adp Inc Participant loan processing, Direct payment from the plan, Recordkeeping $10,170
Adp Broker Dealer Other services, Other fees, Sub-transfer agency fees $0