Sponsor portfolio
ZION CAPITAL WEALTH MANAGEMENT LLC
EIN 92-2186132Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$88K assets
Welfare
0
Participants
5
908 TAYLORVILLE ROAD SUITE 100 - GRASS VALLEY, CA 95949530-955-5402
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ZION CAPITAL WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 401k | $88K | 5 | 2024 |
Retirement plans