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Sponsor portfolio

ALZO, INC.

EIN 22-2035493-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$40.1M assets
Welfare
0
Participants
72
650 JERNEE MILL ROAD - SAYREVILLE, NJ 08872732-254-1901
Plans on this EIN
2 filings
#002ProfitSharing-$23.4M - 36 part#001MoneyPurchase-$16.7M - 36 part

Retirement portfolio analytics

2 plans aggregated / $40.1M assets / 72 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN AND TRUST (#002)58%
  • INC. PENSION TRUST (#001)42%
Total $40.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)36
  • INC. PENSION TRUST (#001)36
Total 72Click 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

ALZO, INC. PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$23.4M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALZO, INC. PENSION TRUST

MoneyPurchase

Assets$16.7M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALZO, INC. PROFIT SHARING PLAN AND TRUSTProfitSharing$23.4M362025
001ALZO, INC. PENSION TRUSTMoneyPurchase$16.7M362025
Retirement plans
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