AUMdb

Zeomega, Inc. 401(k) Profit Sharing Plan

Sponsored by Zeomega, Inc. · EIN 452879763 · Plan #001

Total assets
$11.9M
Net assets
$11.9M
Active participants
128
With balances
117

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $25,513
Nova 401(k) Associates Contract administrator $1,125