Sponsor portfolio
ZEN WEALTH ADVISORS, LLC
EIN 92-2518270financial servicesLatest filing 2024
Plans
1
Retirement
1
$286K assets
Welfare
0
Participants
1
11 APEX DRIVE SUITE 300A #72 - MARLBOROUGH, MA 01752508-719-0288zenwealthllc.comLinkedIn1-10 employeesfinancial services
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 | ZEN WEALTH ADVISORS, LLC 401(K) PLAN | 401k | $286K | 1 | 2024 |
Retirement plans