AUMdb

Zamzow's, Inc 401(k) Profit Sharing Plan

Sponsored by Zamzow's, Inc. · EIN 820252080 · Plan #001

Total assets
$7.7M
Net assets
$7.7M
Active participants
136
With balances
159

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Investment advisory (plan), Direct payment from the plan $12,846
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $4,323