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  2. GITI TINA ZAMANI, SOLE PROP
Sponsor portfolio

GITI TINA ZAMANI, SOLE PROP

EIN 56-2330698-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
33
300 VALLADO COURT - SAN RAMON, CA 94583925-216-6448
Plans on this EIN
2 filings
#001401k-$710K - 18 part#002CashBalance-$697K - 15 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • OF TRACY 401(K) (#001)50%
  • CASH BALANCE PLAN (#002)50%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF TRACY 401(K) (#001)18
  • CASH BALANCE PLAN (#002)15
Total 33Click 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

KUMON OF TRACY 401(K) PLAN

401k

Assets$710K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KUMON OF TRACY CASH BALANCE PLAN

CashBalance

Assets$697K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KUMON OF TRACY 401(K) PLAN401k$710K182024
002KUMON OF TRACY CASH BALANCE PLANCashBalance$697K152024
Retirement plans
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