Zepf Center Retirement Savings Plan
Sponsored by Zepf Center · EIN 341168947 · Plan #001
- Total assets
- $22.8M
- Net assets
- $22.8M
- Active participants
- 424
- With balances
- 537
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sjs Investment Consulting Inc CRD 107219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Participant loan processing, Direct payment from the plan | $135,033 |
| Pension Innovations & Co | Contract administrator, Other services, Direct payment from the plan | $0 |
| Sjs Investment Services | Investment advisory (plan), Other fees | $0 |