Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
HZ Consulting & Financial Service Inc.
EIN 84-4890439Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
6
7940 WITHERS WAY - CORONA, CA 928803555626-672-9670
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 6 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
JC FINANCIAL SERVICE & CONSULTING, INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JC FINANCIAL SERVICE & CONSULTING, INC. 401(K) PLAN
401(k)
Assets$440K
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 | JC FINANCIAL SERVICE & CONSULTING, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.5M | 3 | 2025 | |
| 002 | JC FINANCIAL SERVICE & CONSULTING, INC. 401(K) PLAN | 401(k) | $440K | 3 | 2025 |
Retirement plans