Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZIP CAPITAL GROUP, LLC
EIN 81-2600491financial servicesLatest filing 2025
Plans
2
Retirement
2
$543K assets
Welfare
0
Participants
40
26 EXECUTIVE PARK, SUITE 100 - IRVINE, CA 92614949-272-9246zipcapitalgroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $543K assets / 40 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
ZIP CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$280K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ZIP CAPITAL GROUP, LLC PENSION PLAN
CashBalance
Assets$262K
Participants11
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 | ZIP CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | 401k | $280K | 29 | 2025 | |
| 002 | ZIP CAPITAL GROUP, LLC PENSION PLAN | CashBalance | $262K | 11 | 2025 |
Retirement plans