Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZUMAETA GROUP, INC.
EIN 82-1852409management consultingLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
2
201 GARRETT ST - AUSTIN, TX 78737818-400-3067zumaetagroup.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 2 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
ZUMAETA GROUP, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.1M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ZUMAETA GROUP, INC. 401(K) PLAN
401k
Assets$248K
Participants1
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 | ZUMAETA GROUP, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.1M | 1 | 2025 | |
| 002 | ZUMAETA GROUP, INC. 401(K) PLAN | 401k | $248K | 1 | 2025 |
Retirement plans