AUMdb

Zaremba Management Company 401(k) Retirement Savings Plan

Sponsored by Zaremba Management Company · EIN 341561579 · Plan #001

Total assets
$8.8M
Net assets
$8.8M
Active participants
124
With balances
146

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
Valmark Advisers Inc CRD 108050 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping $1,794
Valmark Advisers, Inc. Investment advisory (participants) $0