Assets by plan
Share of aggregate retirement assets
Filings through .
Zona Fountains, Inc.
EIN 27-0197378retailLatest filing 2025
Plans
2
Retirement
2
$789K assets
Health & Benefits
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $789K assets / 14 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ZONA FOUNTAINS, INC. CASH BALANCE PLAN
Cash balance
Assets$519K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ZONA FOUNTAINS, INC. 401(K) PLAN
401(k)
Assets$270K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ZONA FOUNTAINS, INC. CASH BALANCE PLAN | Cash balance | $519K | 3 | 2025 |
| #002 | ZONA FOUNTAINS, INC. 401(K) PLAN | 401(k) | $270K | 11 | 2025 |
- #001 · Cash balance · 20253
- #002 · 401(k) · 202511
Retirement plans