Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
ZALZALI & ASSOCIATES INC
EIN 71-1039317Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
25
23675 BIRTCHER DR - LAKE FOREST, CA 92630949-609-9559
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 25 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
ZALZALI & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$1.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ZALZALI & ASSOCIATES INC CASH BALANCE PLAN
CashBalance
Assets$489K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZALZALI & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TRUST | 401k | $1.7M | 12 | 2024 | |
| 002 | ZALZALI & ASSOCIATES INC CASH BALANCE PLAN | CashBalance | $489K | 13 | 2024 |
Retirement plans