Zm Holdings Multiple Employer 401(k) Plan
Sponsored by Pate Trucking Company, Llc · EIN 751366683 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 303
- With balances
- 234
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 |
|---|---|---|
| Merrill Lynch | Investment advisory (participants) | $17,087 |
| John Hancock Life Ins Co | Recordkeeping, Investment management, Sub-transfer agency fees | $3,852 |