Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZAD SUPPLY & SERVICES
EIN 26-3650030Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
6
154 W. FOOTHILL BLVD. #321 - UPLAND, CA 91786213-500-6948
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 6 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
ZAD SUPPLY & SERVICES PENSION PLAN
CashBalance
Assets$933K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ZAD SUPPLY & SERVICES RETIREMENT PLAN
401k
Assets$168K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ZAD SUPPLY & SERVICES PENSION PLAN | CashBalance | $933K | 3 | 2025 | |
| 001 | ZAD SUPPLY & SERVICES RETIREMENT PLAN | 401k | $168K | 3 | 2025 |
Retirement plans