Huitt Zollars, Inc. Employee Retirement Plan & Trust
Sponsored by Huitt Zollars, Inc. · EIN 751500178 · Plan #002
- Total assets
- $78.6M
- Net assets
- $78.6M
- Active participants
- 522
- With balances
- 502
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rogers Wealth Group, Inc. CRD 107409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rogers Wealth Group, Inc. | Recordkeeping, Investment management, Named fiduciary | $268,636 |
| Matrix Trust Compay | Custodial (other), Custodial (securities), Trustee (institutional) | $15,923 |