Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ZACKS & FREEDMAN, A PROFESSIONAL CORPORATION
EIN 73-1724329Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
43
180 MONTGOMERY STREET, SUITE 1950 - SAN FRANCISCO, CA 94104415-956-8100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 43 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
ZACKS & FREEDMAN 401(K) PROFIT SHARING PLAN
401k
Assets$3.6M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ZACKS & FREEDMAN CASH BALANCE PLAN
CashBalance
Assets$587K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZACKS & FREEDMAN 401(K) PROFIT SHARING PLAN | 401k | $3.6M | 22 | 2024 | |
| 002 | ZACKS & FREEDMAN CASH BALANCE PLAN | CashBalance | $587K | 21 | 2024 |
Retirement plans