PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Ahmad, Zavitsanos & Mensing, PLLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Ahmad, Zavitsanos & Mensing, PLLC

EIN 92-1091787-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
3
$39.2M assets
Health & Benefits
0
Participants
224
1221 MCKINNEY, SUITE 2500 - HOUSTON, TX 77010713-655-1101
Plans on this EIN
3 filings
#001401(k)-$29.5M - 101 part#003Cash balance-$5.5M - 71 part#004401(k)-$4.2M - 52 part

Retirement portfolio analytics

3 plans aggregated / $39.2M assets / 224 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$29.5M
  • CASH BALANCE PLAN (#003)$5.5M
  • AZA ASSOCIATE 401(K) (#004)$4.2M
Total $39.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)101
  • CASH BALANCE PLAN (#003)71
  • AZA ASSOCIATE 401(K) (#004)52
Total 224Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

AZA 401(K) PROFIT SHARING PLAN

401(k)

Assets$29.5M
Participants101
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

AZA CASH BALANCE PLAN

Cash balance

Assets$5.5M
Participants71
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

AZA ASSOCIATE 401(K) PLAN

401(k)

Assets$4.2M
Participants52
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AZA 401(K) PROFIT SHARING PLAN401(k)$29.5M1012025
#003AZA CASH BALANCE PLANCash balance$5.5M712025
#004AZA ASSOCIATE 401(K) PLAN401(k)$4.2M522025
  • AZA 401(K) PROFIT SHARING PLAN$29.5M
    #001 · 401(k) · 2025101
  • AZA CASH BALANCE PLAN$5.5M
    #003 · Cash balance · 202571
  • AZA ASSOCIATE 401(K) PLAN$4.2M
    #004 · 401(k) · 202552
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica