Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZAMBRISKI-POLSON WEALTH ADVISORS
EIN 82-1765746financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
7
2355 CRENSHAW BLVD, SUITE 165 - TORRANCE, CA 90501310-953-0004LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 7 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
ZAMBRISKI-POLSON WEALTH ADVISORS 401(K) PLAN
401k
Assets$1.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ZAMBRISKI-POLSON WEALTH ADVISORS CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants3
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 | ZAMBRISKI-POLSON WEALTH ADVISORS 401(K) PLAN | 401k | $1.5M | 4 | 2025 | |
| 002 | ZAMBRISKI-POLSON WEALTH ADVISORS CASH BALANCE PLAN | CashBalance | $1.4M | 3 | 2025 |
Retirement plans