Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DOUG ZANES & ASSOCIATES, P.L.L.C.
EIN 56-2496279legal servicesLatest filing 2025
Plans
2
Retirement
2
$15.3M assets
Welfare
0
Participants
62
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.3M assets / 62 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#001
DOUG ZANES & ASSOCIATES, P.L.L.C. 401(K) PLAN
401k
Assets$9.9M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DOUG ZANES & ASSOCIATES, P.L.L.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$5.4M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DOUG ZANES & ASSOCIATES, P.L.L.C. 401(K) PLAN | 401k | $9.9M | 37 | 2025 | |
| 002 | DOUG ZANES & ASSOCIATES, P.L.L.C. CASH BALANCE PENSION PLAN | CashBalance | $5.4M | 25 | 2025 |
Retirement plans