Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $19.6M assets / 190 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | ZIEGLER COOPER INC. 401(K) PROFIT SHARING PLAN | 401(k) | $18.6M | 136 | 2025 |
| #002 | ZIEGLER COOPER, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $1.0M | 54 | 2025 |