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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ZIMMERMAN, KISER & SUTCLIFFE,P.A. 401(k) Plan

What public Form 5500 filings show about the ZIMMERMAN, KISER & SUTCLIFFE,P.A. 401(k) plan — and how to find and check your own account.

Plan assets
$37.6M
Participants
98
Plans on file
1

The ZIMMERMAN, KISER & SUTCLIFFE,P.A. 401(k) on its latest Form 5500

ZIMMERMAN, KISER & SUTCLIFFE,P.A. (EIN 59-2339047) reports ZKS 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $37.6M in plan assets across 98 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 ZIMMERMAN, KISER & SUTCLIFFE,P.A. filing — schedules, fees, and providers.

Who runs the ZIMMERMAN, KISER & SUTCLIFFE,P.A. 401(k)?

ZIMMERMAN, KISER & SUTCLIFFE,P.A.’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 ZIMMERMAN, KISER & SUTCLIFFE,P.A.HR for the recordkeeper’s name and login.

How to check your ZIMMERMAN, KISER & SUTCLIFFE,P.A. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ZIMMERMAN, KISER & SUTCLIFFE,P.A. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: ZIMMERMAN, KISER & SUTCLIFFE,P.A. — all Form 5500 filings (EIN 59-2339047) · Florida employer EIN lookup · Form 5500 search
ZIMMERMAN, KISER & SUTCLIFFE,P.A. 401(k) Plan — Form 5500