Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZHAO AND WANG, INC.
EIN 26-1659880Accommodation and Food ServicesLatest filing 2025
Plans
2
Retirement
2
$836K assets
Welfare
0
Participants
24
5000 VALLEY WEST BLVD., STE 11 - ARCATA, CA 95521707-822-2286
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $836K assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ZHAO AND WANG, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$527K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ZHAO AND WANG, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$309K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ZHAO AND WANG, INC. 401(K) PROFIT SHARING PLAN | 401k | $527K | 12 | 2025 | |
| 001 | ZHAO AND WANG, INC. DEFINED BENEFIT PLAN | TraditionalDB | $309K | 12 | 2025 |
Retirement plans