How big is Daley Zucker, LLC's plan?

Daley Zucker, LLC's plan reported $999K in assets and 15 participants for 2024.

Original filing (PDF)20250626145034NAL0012970992001

Daley Zucker, LLC

Name: Daley Zucker, LLC — Daley Zucker, LLC 401(k) Plan, Form 5500 (2024)
Creator: Daley Zucker, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daley Zucker, LLC 401(k) Plan

401(k) retirement plan · Daley Zucker, LLC's Daley Zucker, LLC 401(k) Plan held $999K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

People on this filing

Patricia A. Patton signed Daley Zucker, LLC's 2024 Form 5500 as plan administrator.

Patricia A. Patton — 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

Daley Zucker, LLC's EIN is 20-0551148.

EIN 20-0551148

Plan number 001

Plan year 2024

ACK ID 20250626145034NAL0012970992001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Daley Zucker, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DALEY ZUCKER, 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