Babst Calland Clements & Zomnir, P.C. Associates Profit Sharing 401(k) Plan Ii
Sponsored by Babst, Calland, Clements & Zomnir, P.C. · EIN 251523683 · Plan #002
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 43
- With balances
- 93
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 |
|---|---|---|
| Schneider Downs Wealth Management Advisors, Lp CRD 128591 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schneider Downs Wealth Mgmt. Adv. | Investment advisory (participants), Investment advisory (plan) | $4,665 |
| Schneider Downs Ret. Solutions | Recordkeeping | $4,329 |
| Charles Schwab Trust Company | Custodial (securities), Trustee (institutional) | $2,463 |