PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JIAN ZU, M.D., PLLC
Sponsor portfolio

JIAN ZU, M.D., PLLC

EIN 56-2359082-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$574K assets
Welfare
0
Participants
4
29355 NORTHWESTERN HIGHWAY, SUITE 125 - SOUTHFIELD, MI 48034248-703-4749
Plans on this EIN
2 filings
#001401k-$347K - 2 part#002CashBalance-$227K - 2 part

Retirement portfolio analytics

2 plans aggregated / $574K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PLLC 401K PLAN (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $574KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC 401K PLAN (#001)2
  • CASH BALANCE PLAN (#002)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#001

JIAN ZU, M.D., PLLC 401K PLAN

401k

Assets$347K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JIAN ZU, M.D., PLLC CASH BALANCE PLAN

CashBalance

Assets$227K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JIAN ZU, M.D., PLLC 401K PLAN401k$347K22025
002JIAN ZU, M.D., PLLC CASH BALANCE PLANCashBalance$227K22025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica