Sponsor portfolio
ZHANG FINANCIAL LLC
EIN 80-0370431financial servicesLatest filing 2025
Plans
1
Retirement
1
$12.3M assets
Welfare
0
Participants
48
5931 OAKLAND DR - PORTAGE, MI 490241120269-385-5888zhangfinancial.comLinkedIn11-50 employeesfinancial services
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 | |
|---|---|---|---|---|---|---|
| 002 | ZHANG FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $12.3M | 48 | 2025 |
Retirement plans