Sponsor portfolio
ZELL & ASSOCIATES
EIN 68-0443672Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
2
58 WATERLINE PLACE - POINT RICHMOND, CA 94801510-414-8071zellandassociates.comLinkedIn1-10 employees
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ZELL & ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $2.5M | 2 | 2025 |
Retirement plans