Eckert & Ziegler Isotope Products Savings And Investment Plan
Sponsored by Eckert & Ziegler Isotope Products, Inc. · EIN 952666980 · Plan #001
- Total assets
- $51.8M
- Net assets
- $51.8M
- Active participants
- 167
- With balances
- 200
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,976 |
| Bdo | Accounting | $15,000 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | -$33,082 |