How big is Zimmerman Wealth Management, LLC's plan?

Zimmerman Wealth Management, LLC's plan reported $3.4M in assets and 6 participants for 2024.

Original filing (PDF)20251006152755NAL0009780642001

Zimmerman Wealth Management, LLC

Name: Zimmerman Wealth Management, LLC — Zimmerman Wealth, Form 5500 (2024)
Creator: Zimmerman Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zimmerman Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Zimmerman Wealth Management, LLC's Zimmerman Wealth Management, LLC 401(k) Plan held $3.4M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Thomas H. Zimmerman signed Zimmerman Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Thomas H. Zimmerman — 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

Zimmerman Wealth Management, LLC's EIN is 20-0040494.

EIN 20-0040494

Plan number 001

Plan year 2024

ACK ID 20251006152755NAL0009780642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zimmerman Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zimmerman Wealth Management, LLC'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 ZIMMERMAN WEALTH MANAGEMENT, 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