How big is Zurick Davis, Inc.'s plan?

Zurick Davis, Inc.'s plan reported $1.2M in assets and 3 participants for 2025.

Original filing (PDF)20260514165934NAL0016922034001

Zurick Davis, Inc.

Name: Zurick Davis, Inc. — Zurick Davis, Inc. Profit, Form 5500 (2025)
Creator: Zurick Davis, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zurick Davis, Inc. Profit Sharing Plan

401(k) retirement plan · Zurick Davis, Inc.'s Zurick Davis, Inc. Profit Sharing Plan held $1.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Zurick Davis, Inc.'s EIN is 04-2936318.

EIN 04-2936318

Plan number 001

Plan year 2025

ACK ID 20260514165934NAL0016922034001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Zurick Davis, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Zurick Davis, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

ZURICK DAVIS, INC.

EIN

all filings

Address

400 TRADECENTER, SUITE 5900 · WOBURN, MA · 01801

Phone

(781) 938-1975

Industry

Admin Support & Waste Mgmt

Plan administrator