Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan
Sponsored by Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. · EIN 231879577 · Plan #002
- Total assets
- $25.0M
- Net assets
- $25.0M
- Active participants
- 93
- With balances
- 118
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $34,299 |
| Citrin Cooperman & Company Llp | Accounting | $16,800 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,798 |
| Empower Advisory Group, Llc | Investment management | $1,207 |