Z Line Kitchen And Bath Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Z Line Kitchen And Bath Llc · EIN 204186820 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 221
- With balances
- 276
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Inc. | Investment advisory (plan), Investment management, Direct payment from the plan | $19,965 |
| At Retirement Services, Llc | Claims processing, Recordkeeping, Custodial (other) | $11,221 |