AUMdb

Zober Industries, Inc. 401(k) Profit Sharing Plan

Sponsored by Zober Industries, Inc. · EIN 232082473 · Plan #001

Total assets
$9.6M
Net assets
$9.6M
Active participants
151
With balances
192

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
Janney Montgomery Scott Llc CRD 463 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Janney Montgomery Scott Llc Investment advisory (plan) $22,556
The Retirement Advantage Inc Contract administrator $13,111
Dunlap & Associates Pc Accounting $11,000
Capital Group Retirement Plan Servi Recordkeeping fees $527