Original filing (PDF)20250530140703NAL0005249571001

ZABELL & ASSOCIATES PC

Name: ZABELL & ASSOCIATES PC — ZABELL & ASSOCIATES PC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ZABELL & ASSOCIATES PC

Form 5500-SF

FILING_RECEIVED

ZABELL & ASSOCIATES PC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 ZABELL & ASSOCIATES PC.

Plan sponsor

Name

ZABELL & ASSOCIATES PC

EIN

20-2590945

Address

1 CORPORATE DRIVE · SUITE 103 · BOHEMIA, NY · 11716

Phone

(631) 589-7242

Industry

Law Offices· 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

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HAMMOND & TOBLER, P.C.

HAMMOND & TOBLER, P.C. 401(K) PLAN

$1.4M · 2 participants

ROY LAMBERT PENSION PLAN

$1.4M · 4 participants

FALCON LAW FIRM, LLC

FALCON LAW FIRM, LLC PROFIT SHARING PLAN

$1.4M · 10 participants

ZOHAR LAW FIRM, A PROFESSIONAL CORPORATION

ZOHAR LAW FIRM, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

$1.4M · 3 participants

THE HOLT GROUP, LLC

HOLT GROUP, LLC 401(K) PLAN

$1.4M · 7 participants