Zonar Systems Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Zonar Systems Inc · EIN 260499050 · Plan #001 · Seattle, WA
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 325
- With balances
- 451
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Trutina Financial, Llc | Investment advisory (participants) | $54,406 |
| Paychex Inc | Recordkeeping | $54,181 |
| Capfinancial Partners, Llc | Investment advisory (participants) | $16,034 |