What public Form 5500 filings show about the Christopher Zonca, Financial Planner 401(k) plan — and how to find and check your own account.
Christopher Zonca, Financial Planner (EIN 20-4144721) reports CHRISTOPHER ZONCA 401(K) PLAN & TRUST on its most recent Form 5500, with $545K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Christopher Zonca, Financial Planner filing — schedules, fees, and providers.
Christopher Zonca, Financial Planner’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Christopher Zonca, Financial PlannerHR for the recordkeeper’s name and login.
