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  2. ZAHN & ASSOCIATES, A MEDICAL CORPORATION
Sponsor portfolio

ZAHN & ASSOCIATES, A MEDICAL CORPORATION

EIN 95-4496622-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
14
1026 E. LAS TUNAS DR. - SAN GABRIEL, CA 91776626-287-7222
Plans on this EIN
2 filings
#002401k-$2.5M - 9 part#003TraditionalDB-$1.9M - 5 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CORPORATION RETIREMENT PLAN (#002)56%
  • MEDICAL CORPORATION PENSION (#003)44%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION RETIREMENT PLAN (#002)9
  • MEDICAL CORPORATION PENSION (#003)5
Total 14Click 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#002

ZAHN & ASSOCIATES, A MEDICAL CORPORATION RETIREMENT PLAN

401k

Assets$2.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

ZAHN & ASSOCIATES, A MEDICAL CORPORATION PENSION PLAN

TraditionalDB

Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ZAHN & ASSOCIATES, A MEDICAL CORPORATION RETIREMENT PLAN401k$2.5M92024
003ZAHN & ASSOCIATES, A MEDICAL CORPORATION PENSION PLANTraditionalDB$1.9M52024
Retirement plans
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