Aza Cash Balance Plan
Sponsored by Ahmad, Zavitsanos & Mensing · EIN 921091787 · Plan #003
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 49
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Helios Wealth Advisors, Llc CRD 134444 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Helios Wealth Advisors Llc | Investment management, Direct payment from the plan | $32,608 |