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  2. PAUL T. ZEKOS
Sponsor portfolio

PAUL T. ZEKOS

EIN 04-3347575-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
8
P.O. BOX 549 - SHREWSBURY, MA 01545508-842-6400
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 4 part#001401k-$411K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • FUND AND TRUST (#002)78%
  • PROFIT SHARING PLAN (#001)22%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FUND AND TRUST (#002)4
  • PROFIT SHARING PLAN (#001)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SHIP WHEEL RETIREMENT FUND AND TRUST

CashBalance

Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE ZEKOS GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$411K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SHIP WHEEL RETIREMENT FUND AND TRUSTCashBalance$1.5M42024
001THE ZEKOS GROUP 401(K) PROFIT SHARING PLAN401k$411K42024
Retirement plans
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