Zuern Building Products, Inc 401(k) Profit Sharing Plan
Sponsored by Zuern Building Products, Inc · EIN 391140928 · Plan #001
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 200
- With balances
- 232
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 |
|---|---|---|
| Merit Financial Group, Llc CRD 142457 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Recordkeeping fees, Contract administrator, Direct payment from the plan | $99,655 |
| Merit Financial Advisors | Investment advisory (plan), Other fees | $0 |
| Pension Consultants, Inc | Other fees, Other services | $0 |
| Wilshire Advisors | Investment advisory (plan), Other investment fees and expenses | $0 |