· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
H.O. ZIMMAN, INC. — H.O. ZIMMAN, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250530160653NAL0008240481001
H.O. ZIMMAN, INC.
Form 5500-SF
FILING_RECEIVED
H.O. ZIMMAN, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
13
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
H.O. ZIMMAN, INC.
.
Find decision makers
Plan sponsor
Name
H.O. ZIMMAN, INC.
EIN
04-2055983
Address
SEAPORT LANDING · 152 THE LYNNWAY · LYNN, MA · 01902
Phone
(781) 598-9230
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
CALCIUM + COMPANY, LLC
CALCIUM + COMPANY, LLC 401(K) PLAN
$11.7M · 125 participants
NEW ENGEN, INC.
NEW ENGEN 401(K) PLAN
$11.7M · 385 participants
THE RIESTER CORPORATION
THE RIESTER CORPORATION 401(K) PROFIT SHARING PLAN
$11.7M · 57 participants
IMAGINATION THE AMERICAS INC.
IMAGINATION THE AMERICAS INC. 401(K) PLAN
$11.7M · 63 participants
CCO COMMUNICATIONS, INC.
CCO COMMUNICATIONS, INC. EMPLOYEE 401(K) RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$11.7M · 144 participants
GREENWORKS NORTH AMERICA, LLC
GREENWORKS NORTH AMERICA, LLC 401(K) PROFIT SHARING PLAN
$11.7M · 243 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
