Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICES OF ADAM ZOLONZ, APC DBA ZOLONZ & ASSOCIATES
EIN 81-2070304Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 14 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
CALI 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CALI CASH BALANCE PLAN
CashBalance
Assets$177K
Participants7
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 | CALI 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 7 | 2025 | |
| 002 | CALI CASH BALANCE PLAN | CashBalance | $177K | 7 | 2025 |
Retirement plans