Julius Zorn Savings Plan
Sponsored by Julius Zorn, Inc. · EIN 132873532 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 160
- With balances
- 113
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $19,003 |
| Usi Advisors, Inc. | Investment advisory (plan), Other fees | $0 |
| Onedigital Investment Advisors | Investment advisory (plan), Other fees | $0 |