· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHRISTOPHER ZONCA, FINANCIAL PLANNER — CHRISTOPHER ZONCA 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015121524NAL0004505281001
CHRISTOPHER ZONCA, FINANCIAL PLANNER
Form 5500-SF
FILING_RECEIVED
CHRISTOPHER ZONCA 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$545K
Net assets (EOY)
$545K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHRISTOPHER ZONCA, FINANCIAL PLANNER
.
Find decision makers
Plan sponsor
Name
CHRISTOPHER ZONCA, FINANCIAL PLANNER
EIN
20-4144721
Address
3000 EXECUTIVE PARKWAY, SUITE 400 · SAN RAMON, CA · 94583
Phone
(925) 659-0268
Industry
Finance & Insurance
see 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
AUTOMOTIVE AFTER MARKET SPECIALI
AUTOMOTIVE AFTER MARKET SPECIALIST LLC
$547K · 3 participants
DISTRICT 1199J NATIONAL UNION
DISTRICT 1199J NATIONAL UNION 401(K) PROFIT SHARING PLAN & TRUST
$547K · 30 participants
DAVIES CLAIMS SOLUTIONS, LLC
DAVIES CLAIMS SOLUTIONS, LLC 401(K) PLAN
$543K · 74 participants
VERTIKAL RMS, INC.
VERTIKAL RMS 401(K) PLAN
$543K · 24 participants
PRODIGY CARE SERVICES, LLC
PRODIGY CARE SERVICES, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$549K · 17 participants
JIM BUCKLEY & ASSOCIATES, INC.
JIM BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$541K · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
