AUMdb

Ziff Davis, Inc. Retirement Savings Plan

Sponsored by Ziff Davis, Inc. · EIN 471053457 · Plan #001

Total assets
$273M
Net assets
$273M
Active participants
2,114
With balances
3,780

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Llc Investment advisory (participants) $157,173
Strategic Advisors, Inc. Investment advisory (plan) $87,976
Rubinbrown Llp Accounting $30,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$72,110