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  2. ZONA FOUNTAINS, INC.
Sponsor portfolio

ZONA FOUNTAINS, INC.

EIN 27-0197378-retail-Latest filing 2025
Plans
2
Retirement
2
$789K assets
Welfare
0
Participants
14
2515 E. FORT LOWELL RD. - TUCSON, AZ 85716520-591-5959zonafountains.comLinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#001CashBalance-$519K - 3 part#002401k-$270K - 11 part

Retirement portfolio analytics

2 plans aggregated / $789K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#001)66%
  • FOUNTAINS, INC. 401(K) (#002)34%
Total $789KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNTAINS, INC. 401(K) (#002)11
  • CASH BALANCE PLAN (#001)3
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ZONA FOUNTAINS, INC. CASH BALANCE PLAN

CashBalance

Assets$519K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ZONA FOUNTAINS, INC. 401(K) PLAN

401k

Assets$270K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ZONA FOUNTAINS, INC. CASH BALANCE PLANCashBalance$519K32025
002ZONA FOUNTAINS, INC. 401(K) PLAN401k$270K112025
Retirement plans
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