Assets by plan
Share of aggregate retirement assets
74%top
Filings through .
Share of aggregate retirement assets
Active + retired + deferred vested
401(k)
Cash balance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE ZIA FIRM PLLC 401(K) PLAN AND TRUST | 401(k) | $754K | 10 | 2025 | |
| 002 | THE ZIA FIRM PLLC DEFIED BENEFIT PENSION PLAN AND TRUST | Cash balance | $261K | 8 | 2025 |