M. Simon Zook 401(k) Profit Sharing Plan
Sponsored by M. Simon Zook Co. · EIN 231496543 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 174
- With balances
- 246
Plan year beginning 11/01/2024 · 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 |
|---|---|---|
| The Comprehensive Companies | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $47,244 |
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $25,823 |