Sponsor portfolio
ZULIEN MORALES INSURANCE AGENCY
EIN 81-3200852Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$23K assets
Welfare
0
Participants
4
5765 VALLEY AVE, STE 150 - PLEASANTON, CA 94566925-574-1600
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 | |
|---|---|---|---|---|---|---|
| 001 | ZULIEN MORALES INSURANCE AGENCY INC. | 401k | $23K | 4 | 2025 |
Retirement plans