Zermatt Wealth Partners

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,757

Total plan assets

$61.3M

Filings (rows)

Direct comp

$90K

Indirect comp

SERVICES PROVIDED

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
HOL-DAV, Inc. Johnson Automotive Profit Sharing Plan · all filings	RALEIGH, NC	Other service providers	893	$33.6M	$58K	$0
HOL-DAV, Inc. Johnson Automotive Profit Sharing Plan · all filings	RALEIGH, NC	Other service providers	864	$27.8M	$33K	$0