How big is The Zellman Group, LLC's plan?

The Zellman Group, LLC's plan reported $395K in assets and 14 participants for 2024.

Original filing (PDF)20250724071020NAL0010677858001

The Zellman Group, LLC

Name: The Zellman Group, LLC — The Zellman Group, LLC, Form 5500 (2024)
Creator: The Zellman Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Zellman Group, LLC 401(k) P/S Plan

401(k) retirement plan · The Zellman Group, LLC's The Zellman Group, LLC 401(k) P/S Plan held $395K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$395K

Net assets (EOY)

$395K

People on this filing

Maria DUNN signed The Zellman Group, LLC's 2024 Form 5500 as plan administrator.

Maria DUNN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Zellman Group, LLC's EIN is 11-3411604.

EIN 11-3411604

Plan number 001

Plan year 2024

ACK ID 20250724071020NAL0010677858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Zellman Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Zellman Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ZELLMAN GROUP, LLC.

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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