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Sponsor portfolio

KMA ZUCKERT LLP

EIN 20-3185224-law practice-Latest filing 2025
Plans
2
Retirement
2
$11.8M assets
Welfare
0
Participants
76
227 WEST MONROE STREET, SUITE 3650 - CHICAGO, IL 60606312-345-3082kmazuckert.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$11.5M - 57 part#002CashBalance-$341K - 19 part

Retirement portfolio analytics

2 plans aggregated / $11.8M assets / 76 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PROFIT SHARING PLAN (#001)97%
  • CASH BALANCE PENSION (#002)3%
Total $11.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)57
  • CASH BALANCE PENSION (#002)19
Total 76Click 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#001

KMA ZUCKERT LLC 401(K) PROFIT SHARING PLAN

401k

Assets$11.5M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KMA ZUCKERT LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$341K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KMA ZUCKERT LLC 401(K) PROFIT SHARING PLAN401k$11.5M572025
002KMA ZUCKERT LLP CASH BALANCE PENSION PLANCashBalance$341K192024
Retirement plans
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