How big is Christopher Zonca, Financial Planner's plan?

Christopher Zonca, Financial Planner's plan reported $545K in assets and 5 participants for 2024.

Original filing (PDF)20251015121524NAL0004505281001

Christopher Zonca, Financial Planner

Name: Christopher Zonca, Financial Planner — Christopher, Form 5500 (2024)
Creator: Christopher Zonca, Financial Planner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christopher Zonca 401(k) Plan & Trust

401(k) retirement plan · Christopher Zonca, Financial Planner's Christopher Zonca 401(k) Plan & Trust held $545K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$545K

Net assets (EOY)

$545K

People on this filing

Chris Zonca signed Christopher Zonca, Financial Planner's 2024 Form 5500 as plan administrator.

Chris Zonca — 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

Christopher Zonca, Financial Planner's EIN is 20-4144721.

EIN 20-4144721

Plan number 001

Plan year 2024

ACK ID 20251015121524NAL0004505281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Christopher Zonca, Financial Planner from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Christopher Zonca, Financial Planner's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHRISTOPHER ZONCA, FINANCIAL PLANNER.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CHRISTOPHER ZONCA, FINANCIAL PLANNER

EIN

all filings

Address

3000 EXECUTIVE PARKWAY, SUITE 400 · SAN RAMON, CA · 94583

Phone

(925) 659-0268

Industry

Finance & Insurance

Plan administrator