· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ZURICK DAVIS, INC. — ZURICK DAVIS, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250910143623NAL0013497891001
ZURICK DAVIS, INC.
Form 5500-SF
FILING_RECEIVED
ZURICK DAVIS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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
ZURICK DAVIS, INC.
.
Find decision makers
Plan sponsor
Name
ZURICK DAVIS, INC.
EIN
04-2936318
Address
400 TRADECENTER, SUITE 5900 · WOBURN, MA · 01801
Phone
(781) 938-1975
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
HALEY STUART GROUP, LLC
HALEY STUART GROUP 401(K) PROFIT SHARING PLAN
$2.4M · 38 participants
MSB RESOURCES, LLC
MSB RESOURCES 401(K) PLAN
$2.4M · 14 participants
FLEX-STAFF, INC.
FLEX-STAFF 401(K) PLAN
$2.4M · 66 participants
EDGELINK, LLC
EDGELINK, LLC AND TALENT GROUP 401(K) PLAN
$2.4M · 216 participants
FRIDAY SERVICES, INC.
FRIDAY SERVICES, INC. 401(K) PLAN
$2.4M · 14 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JOSEPH DAVID INTERNATIONAL, LLC
JOSEPH DAVID INTERNATIONAL 401(K) PROFIT SHARING PLAN
$2.4M · 5 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
