Zions Bancorporation, N.A. Payshelter 401 K And Employee Stock Ownership Plan
Sponsored by Zions Bancorporation, National Association · EIN 870189025 · Plan #006
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 10,518
- With balances
- 12,987
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $528,222 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $299,966 |