PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AHMAD, ZAVITSANOS & MENSING, PLLC
Sponsor portfolio

AHMAD, ZAVITSANOS & MENSING, PLLC

EIN 92-1091787-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
3
$39.2M assets
Welfare
0
Participants
223
1221 MCKINNEY, SUITE 2500 - HOUSTON, TX 77010713-655-1101
Plans on this EIN
3 filings
#001401k-$29.5M - 101 part#003CashBalance-$5.5M - 70 part#004401k-$4.2M - 52 part

Retirement portfolio analytics

3 plans aggregated / $39.2M assets / 223 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PROFIT SHARING PLAN (#001)75%
  • CASH BALANCE PLAN (#003)14%
  • AZA ASSOCIATE 401(K) (#004)11%
Total $39.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)101
  • CASH BALANCE PLAN (#003)70
  • AZA ASSOCIATE 401(K) (#004)52
Total 223Click 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

AZA 401(K) PROFIT SHARING PLAN

401k

Assets$29.5M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AZA CASH BALANCE PLAN

CashBalance

Assets$5.5M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

AZA ASSOCIATE 401(K) PLAN

401k

Assets$4.2M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001AZA 401(K) PROFIT SHARING PLAN401k$29.5M1012025
003AZA CASH BALANCE PLANCashBalance$5.5M702024
004AZA ASSOCIATE 401(K) PLAN401k$4.2M522025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica