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Sponsor portfolio

ZMS, INC.

EIN 47-4518617-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
4
14925 SILVER FEATHER CIRCLE - BROOMFIELD, CO 80023312-998-4025
Plans on this EIN
2 filings
#002CashBalance-$1.9M - 2 part#001401k-$762K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • ZMS 401(K) (#001)29%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • ZMS 401(K) (#001)2
Total 4Click 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#002

ZMS INC. CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ZMS 401(K) PLAN

401k

Assets$762K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ZMS INC. CASH BALANCE PLANCashBalance$1.9M22024
001ZMS 401(K) PLAN401k$762K22024
Retirement plans
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