Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZWEIFEL INVESTMENTS, LLC
EIN 81-3575152Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
6
2033 E WARNER RD STE 106 - TEMPE, AZ 85284480-482-7120
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 6 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#002
ZWEIFEL INVESTMENTS CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ZWEIFEL INVESTMENTS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$229K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ZWEIFEL INVESTMENTS CASH BALANCE PLAN | CashBalance | $1.2M | 2 | 2025 | |
| 001 | ZWEIFEL INVESTMENTS LLC 401(K) PROFIT SHARING PLAN | 401k | $229K | 4 | 2025 |
Retirement plans