Zwift, Inc. 401(k) Plan
Sponsored by Zwift, Inc. · EIN 812798595 · Plan #011
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 204
- With balances
- 460
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Baldwin Group Wealth Advisors | Investment advisory (plan) | $71,403 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $49,351 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,750 |