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Sponsor portfolio

ZAMES GROUP, LLC

EIN 86-3123559-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$993K assets
Welfare
0
Participants
9
727 WOODED TRAIL - FRANKLIN LAKES, NJ 07417917-834-5459
Plans on this EIN
2 filings
#001CashBalance-$765K - 4 part#002401k-$228K - 5 part

Retirement portfolio analytics

2 plans aggregated / $993K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CASH BALANCE PLAN (#001)77%
  • PROFIT SHARING PLAN (#002)23%
Total $993KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)5
  • CASH BALANCE PLAN (#001)4
Total 9Click 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#001

ZAMES GROUP, LLC CASH BALANCE PLAN

CashBalance

Assets$765K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ZAMES GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$228K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ZAMES GROUP, LLC CASH BALANCE PLANCashBalance$765K42024
002ZAMES GROUP, LLC 401(K) PROFIT SHARING PLAN401k$228K52024
Retirement plans
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