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Sponsor portfolio

STEPHAN ZOURAS LLC

EIN 71-1028364-legal services-Latest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
31
222 W. ADAMS ST. SUITE 2020 - CHICAGO, IL 60606312-223-1550stephanzouras.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filings
#001401k-$5.9M - 17 part#002CashBalance-$1.0M - 14 part

Retirement portfolio analytics

2 plans aggregated / $6.9M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • LLC ADVANTAGE(K) PLAN (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC ADVANTAGE(K) PLAN (#001)17
  • CASH BALANCE PLAN (#002)14
Total 31Click 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

STEPHAN ZOURAS LLC ADVANTAGE(K) PLAN

401k

Assets$5.9M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

STEPHAN ZOURAS LLC CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STEPHAN ZOURAS LLC ADVANTAGE(K) PLAN401k$5.9M172025
002STEPHAN ZOURAS LLC CASH BALANCE PLANCashBalance$1.0M142025
Retirement plans
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