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Sponsor portfolio

ZOE GHERTNER LLC

EIN 46-2367238-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
1233 GREENLEAF CANYON RD - TOPANGA, CA 90290917-612-4630LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$889K - 4 part#002CashBalance-$653K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • SHARING 401K PLAN (#001)58%
  • CASH BALANCE PLAN (#002)42%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING 401K PLAN (#001)4
  • CASH BALANCE PLAN (#002)4
Total 8Click 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

ZOE GHERTNER PROFIT SHARING 401K PLAN

401k

Assets$889K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ZOE GHERTNER CASH BALANCE PLAN

CashBalance

Assets$653K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ZOE GHERTNER PROFIT SHARING 401K PLAN401k$889K42025
002ZOE GHERTNER CASH BALANCE PLANCashBalance$653K42025
Retirement plans
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