Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZACKSON PSYCHOLOGY GROUP
EIN 81-5039899Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
10
15 VALLEY DRIVE, FIRST FLOOR - GREENWICH, CT 06831203-900-1666
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 10 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
ZACKSON PSYCHOLOGY GROUP CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ZACKSON PSYCHOLOGY GROUP 401(K) PLAN
401k
Assets$171K
Participants7
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 | ZACKSON PSYCHOLOGY GROUP CASH BALANCE PLAN | CashBalance | $1.1M | 3 | 2024 | |
| 001 | ZACKSON PSYCHOLOGY GROUP 401(K) PLAN | 401k | $171K | 7 | 2024 |
Retirement plans