AUMdb

Zupan Stores Savings & Investment Plan

Sponsored by Zupan Enterprises Oregon Inc. · EIN 823755798 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
239
With balances
282

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $6,153
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0