AUMdb

Z & M Sheet Metal, Inc. Profit Sharing Plan

Sponsored by Z & M Sheet Metal, Inc. · EIN 540808788 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
116
With balances
132

Plan year beginning 01/01/2024 · Profit-sharing, Age/service weighted or new comparability

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
Mckinley Carter Investment management $34,210