Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HOLT NEY ZATCOFF & WASSERMAN
EIN 58-1541204Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$26.4M assets
Welfare
0
Participants
68
400 GALLERIA PARKWAY, SUITE 1150 - ATLANTA, GA 30339770-661-1208
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $26.4M assets / 68 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
HOLT NEY ZATCOFF & WASSERMAN, LLP PROFIT SHARING PLAN
ProfitSharing
Assets$14.9M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HOLT NEY ZATCOFF & WASSERMAN LLP 401(K) PLAN
401k
Assets$11.4M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
HOLT NEY ZATCOFF & WASSERMAN ASSOCIATES 401(K) PLAN.
401k
Assets$133K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOLT NEY ZATCOFF & WASSERMAN, LLP PROFIT SHARING PLAN | ProfitSharing | $14.9M | 32 | 2025 | |
| 002 | HOLT NEY ZATCOFF & WASSERMAN LLP 401(K) PLAN | 401k | $11.4M | 31 | 2025 | |
| 004 | HOLT NEY ZATCOFF & WASSERMAN ASSOCIATES 401(K) PLAN. | 401k | $133K | 5 | 2025 |
Retirement plans