Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
ZOBEAU ENTERPRISES, APC
EIN 85-2997087Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
37
3130 ALPINE ROAD, SUITE 200 - PORTOLA VALLEY, CA 94028650-850-3525
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 37 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
ZOBEAU ENTERPRISES, APC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ZOBEAU ENTERPRISES, APC CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.2M
Participants14
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 | ZOBEAU ENTERPRISES, APC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.4M | 23 | 2024 | |
| 002 | ZOBEAU ENTERPRISES, APC CASH BALANCE PLAN & TRUST | CashBalance | $1.2M | 14 | 2024 |
Retirement plans