Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$23.4M
Filings through .
2 plans aggregated / $40.1M assets / 72 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ALZO, INC. PROFIT SHARING PLAN AND TRUST | Profit-sharing | $23.4M | 36 | 2025 |
| #001 | ALZO, INC. PENSION TRUST | Money purchase | $16.7M | 36 | 2025 |