Zidell Employees Profit Sharing / 401(k) Plan
Sponsored by Zidell Marine Corporation · EIN 910713057 · Plan #001
- Total assets
- $81.7M
- Net assets
- $81.7M
- Active participants
- 137
- With balances
- 202
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 |
|---|---|---|
| Reliant Consulting & Research, Inc. CRD 114445 | fuzzy_auto · 96% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Plan Services | Recordkeeping, Participant loan processing, Direct payment from the plan | $27,854 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan, Investment advisory (plan) | $18,586 |
| Perkins And Co. P.C. | Accounting, Direct payment from the plan | $18,300 |
| Reliant Consulting And Research | Investment advisory (plan), Investment management fees (direct) | $4,500 |
| Creative Planning | Investment advisory (plan), Investment management fees (direct) | $4,400 |