Assets by plan
Share of aggregate retirement assets
- MAZZETTI, INC. (#003)$47.0M
Filings through .
Top hat
Mazzetti, Inc.
EIN 94-1722463Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$53.8M assets
Health & Benefits
1
$493K premiums
Participants
778
220 MONTGOMERY STREET, SUITE 640 - SAN FRANCISCO, CA 94104415-364-7265
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $53.8M assets / 573 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $493K premiums / 461 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$310K
- Prescription drug$310K
- Other$158K
- Life$118K
- Short-term disability$118K
- Long-term disability$118K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
MAZZETTI, INC.
401(k)
Assets$47.0M
Participants324
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MAZZETTI, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.8M
Participants249
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MAZZETTI, INC. GROUP INSURANCE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$493K
Covered lives461
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MAZZETTI, INC. | 401(k) | $47.0M | 324 | 2025 |
| #002 | MAZZETTI, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.8M | 249 | 2025 |
- MAZZETTI, INC.$47.0M#003 · 401(k) · 2025324
- #002 · ESOP · 2025249
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MAZZETTI, INC. GROUP INSURANCE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $493K | 461 | 2025 |
- #501 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 2025461
Retirement plans
Health & Benefits plans