ZUNA, LLC is a registered investment advisory firm that primarily serves defined contribution and defined benefit retirement plans, charitable organizations, and corporations. The firm operates as a subsidiary of ZUNA Holdings. ZUNA acts as a fiduciary under federal retirement plan rules (specifically Sections 3(21) and 3(38) of ERISA), assisting plan sponsors with selecting, monitoring, and replacing investment options, building model portfolios, and coordinating with third-party service providers like recordkeepers and administrators. In addition to plan-level consulting, ZUNA offers one-on-one investment advice and financial planning sessions directly to retirement plan participants, along with group educational seminars covering topics like Social Security and basic financial wellness. ZUNA charges flat annual fees, hourly consulting fees, or project-based fees, with a standard minimum annual fee of $10,000 for retirement plan services. The firm does not manage retail individual portfolios directly through ongoing wealth management accounts, focusing instead on institutional retirement plans and participant education.