Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
ZURIER COMPANY OF SAN FRANCISCO, INC.
EIN 94-3376290wholesaleLatest filing 2025
Plans
2
Retirement
2
$12.9M assets
Welfare
0
Participants
84
6147 INDUSTRIAL WAY STE A - LIVERMORE, CA 94551925-209-8018zurier.comLinkedIn11-50 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.9M assets / 84 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ZURIER CO OF SAN FRANCISCO INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$7.3M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ZURIER COMPANY OF SAN FRANCISCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
ESOP
Assets$5.6M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ZURIER CO OF SAN FRANCISCO INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $7.3M | 45 | 2025 | |
| 003 | ZURIER COMPANY OF SAN FRANCISCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | ESOP | $5.6M | 39 | 2025 |
Retirement plans