Ziegler Companies Retirement Savings Plan
Sponsored by Ziegler Companies · EIN 340636150 · Plan #001
- Total assets
- $6.0M
- Net assets
- $5.9M
- Active participants
- 326
- With balances
- 130
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $2,997 |
| Maloney Novotny | Other fees | $2,013 |
| Beacon Financial Group | Other fees | $0 |
| Trinity Pension Consultants Inc | Other services | $0 |
| Morningstar Investment Mgmt | Investment advisory (plan) | $0 |
| Voya Retirement Ins And Annuity Co | Recordkeeping fees | $0 |