How big is N.B. Zoullas Securities, Inc.'s plan?

N.B. Zoullas Securities, Inc.'s plan reported $3.0M in assets and 3 participants for 2025.

Original filing (PDF)20260330114234NAL0013194739001

N.B. Zoullas Securities, Inc.

Name: N.B. Zoullas Securities, Inc. — Form 5500 (2025)
Creator: N.B. Zoullas Securities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · N.B. Zoullas Securities, Inc. held $3.0M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Leslie Seinfeld signed N.B. Zoullas Securities, Inc.'s 2025 Form 5500 as plan administrator.

Leslie Seinfeld — 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

N.B. Zoullas Securities, Inc.'s EIN is 13-3634868.

EIN 13-3634868

Plan number 001

Plan year 2025

ACK ID 20260330114234NAL0013194739001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for N.B. Zoullas Securities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

N.B. Zoullas Securities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for N.B. ZOULLAS SECURITIES, INC..

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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