Z.V. Pate Group Retirement Savings & Profit Sharing Plan
Sponsored by Z.V. Pate, Inc. · EIN 560350280 · Plan #333
- Total assets
- $24.8M
- Net assets
- $24.8M
- Active participants
- 265
- With balances
- 253
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 |
|---|---|---|
| Stephens Inc. CRD 3496 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stephens Inc. | Investment advisory (participants) | $43,690 |
| John Hancock Life Insurance Company | Recordkeeping | $21,015 |