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Sponsor portfolio

JOHN ZAMBOS, MD

EIN 59-2981653-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$758K assets
Welfare
0
Participants
4
605 N. WASHINGTON AVE., SUITE 200 - TITUSVILLE, FL 32796407-543-7490
Plans on this EIN
2 filings
#004TraditionalDB-$540K - 2 part#003401k-$219K - 2 part

Retirement portfolio analytics

2 plans aggregated / $758K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • DEFINED BENEFIT PLAN (#004)71%
  • ZAMBOS, MD 401(K) (#003)29%
Total $758KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#004)2
  • ZAMBOS, MD 401(K) (#003)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#004

JOHN ZAMBOS, MD DEFINED BENEFIT PLAN

TraditionalDB

Assets$540K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JOHN ZAMBOS, MD 401(K) PLAN

401k

Assets$219K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004JOHN ZAMBOS, MD DEFINED BENEFIT PLANTraditionalDB$540K22024
003JOHN ZAMBOS, MD 401(K) PLAN401k$219K22024
Retirement plans
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