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Sponsor portfolio

GOZZO STRATEGY & CAMPAIGNS

EIN 83-4697523-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$963K assets
Welfare
0
Participants
7
1017 L STREET SUITE 607 - SACRAMENTO, CA 95814530-200-2201
Plans on this EIN
2 filings
#002401k-$556K - 4 part#003TraditionalDB-$407K - 3 part

Retirement portfolio analytics

2 plans aggregated / $963K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PROFIT SHARING PLAN (#002)58%
  • DEFINED BENEFIT PLAN (#003)42%
Total $963KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • DEFINED BENEFIT PLAN (#003)3
Total 7Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GSC 401(K) PROFIT SHARING PLAN

401k

Assets$556K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GSC DEFINED BENEFIT PLAN

TraditionalDB

Assets$407K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GSC 401(K) PROFIT SHARING PLAN401k$556K42025
003GSC DEFINED BENEFIT PLANTraditionalDB$407K32025
Retirement plans
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