AUMdb

Zenoss Inc. 401 K Plan

Sponsored by Zenoss, Inc · EIN 204015413 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
47
With balances
86

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group, Llc Investment advisory (plan) $31,842
Empower Annuity Insurance Company Recordkeeping fees $15,783
Empower Financial Services, Inc. Shareholder servicing fees $0