AUMdb

Zones, Llc 401(k) Plan

Sponsored by Zones, Llc · EIN 911431894 · Plan #001

Total assets
$109M
Net assets
$109M
Active participants
1,116
With balances
1,844

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
Nfp Retirement Inc Investment advisory (plan) $93,334
Empower Annuity Insurance Company O Contract administrator, Direct payment from the plan, Recordkeeping $25,492
Kestra Investment Services Llc Other commissions $0