The C.W. Zumbiel Company 401(k) Savings & Profit Sharing Plan
Sponsored by The C.W. Zumbiel Company · EIN 310499900 · Plan #002 · Hebron, KY
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 302
- With balances
- 249
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 |
|---|---|---|
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcf Advisors Llc | Investment advisory (plan) | $76,346 |
| Empower Annuity Insurance Company | Recordkeeping fees | $23,997 |
| The C.W. Zumbiel Company | Other fees | $14,500 |