Original filing (PDF)20250711135637NAL0006397937001

ZWEIG-DIMENNA ASSOCIATES, INC.

Name: ZWEIG-DIMENNA ASSOCIATES, INC. — ZWEIG-DIMENNA ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ZWEIG-DIMENNA ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ZWEIG-DIMENNA ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.7M

Net assets (EOY)

$18.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZWEIG-DIMENNA ASSOCIATES, INC..

Plan sponsor

Name

ZWEIG-DIMENNA ASSOCIATES, INC.

EIN

13-3181500

Address

900 3RD AVE FL 31 · NEW YORK, NY · 100224776

Phone

(212) 451-1187

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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