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

ZIMMERMAN WEALTH MANAGEMENT, LLC 401(k) Plan

What public Form 5500 filings show about the ZIMMERMAN WEALTH MANAGEMENT, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$3.4M
Participants
6
Plans on file
1

The ZIMMERMAN WEALTH MANAGEMENT, LLC 401(k) on its latest Form 5500

ZIMMERMAN WEALTH MANAGEMENT, LLC (EIN 20-0040494) reports ZIMMERMAN WEALTH MANAGEMENT, LLC 401(K) PLAN on its most recent Form 5500, with $3.4M in plan assets across 6 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 WEALTH MANAGEMENT, LLC filing — schedules, fees, and providers.

Who runs the ZIMMERMAN WEALTH MANAGEMENT, LLC 401(k)?

ZIMMERMAN WEALTH MANAGEMENT, LLC’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 WEALTH MANAGEMENT, LLCHR for the recordkeeper’s name and login.

How to check your ZIMMERMAN WEALTH MANAGEMENT, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ZIMMERMAN WEALTH MANAGEMENT, LLC 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 WEALTH MANAGEMENT, LLC — all Form 5500 filings (EIN 20-0040494) · Illinois employer EIN lookup · Form 5500 search
ZIMMERMAN WEALTH MANAGEMENT, LLC 401(k) Plan — Form 5500