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Sponsor portfolio

MITCH ZERG & ASSOCIATES

EIN 95-4700922-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
4
31501 GERMAINE LANE - WESTLAKE VILLAGE, CA 91361818-991-4200
Plans on this EIN
1 filing
#001401k-$3.2M - 4 part

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Retirement#001

MITCH ZERG & ASSOCIATES 401(K) PROFIT SHARING PLAN

401k

Assets$3.2M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MITCH ZERG & ASSOCIATES 401(K) PROFIT SHARING PLAN401k$3.2M42025
Retirement plans
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