Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ZICK BUSINESS ADVISORS, INC.
EIN 84-0625486accountingLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
22
16 INVERNESS PL E BLDG C - ENGLEWOOD, CO 80112303-758-9167zickcpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 22 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
ZICK BUSINESS ADVISORS, INC. SAFE HARBOR 401K
401k
Assets$2.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ZICK BUSINESS ADVISORS, INC. ESOP
ESOP
Assets$488K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ZICK BUSINESS ADVISORS, INC. SAFE HARBOR 401K | 401k | $2.0M | 14 | 2025 | |
| 003 | ZICK BUSINESS ADVISORS, INC. ESOP | ESOP | $488K | 8 | 2024 |
Retirement plans