Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Zellers Financial & Insurance Services
EIN 84-3176774Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$508K assets
Welfare
0
Participants
4
677 WHEATLAND CIRCLE - REXBURG, ID 83440208-403-6231
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $508K assets / 4 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
ZELLERS FINANCIAL & INSURANCE SERVICES CASH BALANCE PLAN
Cash balance
Assets$280K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ZELLERS FINANCIAL & INSURANCE SERVICES 401K PLAN
401(k)
Assets$228K
Participants2
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 | ZELLERS FINANCIAL & INSURANCE SERVICES CASH BALANCE PLAN | Cash balance | $280K | 2 | 2025 | |
| 001 | ZELLERS FINANCIAL & INSURANCE SERVICES 401K PLAN | 401(k) | $228K | 2 | 2025 |
Retirement plans