Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
Z CONSULTING GROUP, LLC
EIN 47-2561407Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
4
26411 WOODLYN DRIVE - BONITA SPRINGS, FL 34134312-618-8543
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 4 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
Z CONSULTING GROUP, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
Z CONSULTING GROUP, LLC PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$445K
Participants2
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 | Z CONSULTING GROUP, LLC CASH BALANCE PLAN & TRUST | CashBalance | $1.7M | 2 | 2024 | |
| 001 | Z CONSULTING GROUP, LLC PROFIT SHARING PLAN & TRUST | ProfitSharing | $445K | 2 | 2024 |
Retirement plans