Brentwood 401(k), LLC is a registered investment advisor founded by Mark Zorko, a CPA, former CFO and 401(k) leader for over 20 years. At Brentwood , our primary objective is to serve as a 401(k) plan advisor for businesses who need independent and objective support to meet their fiduciary obligations. The firm will also assist employees with 401(k) rollover planning to help invest their assets with a goal of meeting their investment objectives and financial needs.
Brentwood’s mission is to serve corporate CEO’s, CFO’s and CHRO’s in fulfilling their 401(k) business and fiduciary obligations as sponsors of their 401(k) plans. Brentwood’s President, Mark Zorko, has been a career CFO and a Board of Director member with several public and private businesses. In these roles, he experienced first-hand the challenges of corporate executives to devote adequate time to provide the oversight of assets, employee education, fiduciary and administrative attention to plan sponsorship.
Brentwood provides guidance and advice for a company to manage its 401(k) plan as if it were the company’s top priority. Helping a company and its employees manage a plan for retirement is not only good business, it’s the right thing to do.
Brentwood’s core services include Board of Director, Audit Committee, and Investment Policy Committee quality dashboard reporting of key financial and ERISA compliance vital signs, based on quarterly reviews with employees and service providers, as well as fund evaluation and implementation services.
Brentwood works with employees administering the plan and service providers to ensure the 401(k) plan action items (Investment Policy Committee meetings, fund evaluation, fees, training, audits, etc.) are completed in a professional manner and conform to ERISA standards.