The Ezralow Company, Llc 401(k) Profit Sharing Plan
Sponsored by The Ezralow Company, Llc · EIN 954609011 · Plan #003
- Total assets
- $19.8M
- Net assets
- $19.7M
- Active participants
- 350
- With balances
- 537
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 |
|---|---|---|
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $6,045 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Named fiduciary | $0 |