Original filing (PDF)20250923153020NAL0009392450001

HOWARD L. ZIMMERMAN, ARCHITECTS & ENGINEERS, D.P.C.

Name: HOWARD L. ZIMMERMAN, ARCHITECTS & ENGINEERS, D.P.C. — HOWARD L. ZIMMERMAN, ARCHITECTS & ENGINEERS, D.P.C. 401K PLAN, Form 5500 (2024)
Creator: HOWARD L. ZIMMERMAN, ARCHITECTS & ENGINEERS, D.P.C.

Form 5500

FILING_RECEIVED

HOWARD L. ZIMMERMAN, ARCHITECTS & ENGINEERS, D.P.C. 401K PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

Accounts w/ balance

136

Plan assets (EOY)

$20.0M

Net assets (EOY)

$20.0M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOWARD L. ZIMMERMAN, ARCHITECTS & ENGINEERS, D.P.C..

Plan sponsor

Name

HOWARD L. ZIMMERMAN, ARCHITECTS & ENGINEERS, D.P.C.

EIN

13-3995861

Address

11 WEST 30TH STREET · NEW YORK, NY · 100014405

Phone

(212) 204-7597

Industry

Professional & Technical Servicessee 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

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $17.8M(89% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	2023 Mutual funds - level 1	—	—	$19.8M	$17.8M	88.9%

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