Zuckerman Spaeder Llp 401(k) Profit Sharing Plan
Sponsored by Zuckerman Spaeder Llp · EIN 521112263 · Plan #001
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 127
- With balances
- 191
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 | Investment advisory (plan) | $100,000 |
| Capital Group Retirement Plan Svs | Recordkeeping fees | $5,058 |