How big is The ZITA Group, LLC's plan?

The ZITA Group, LLC's plan reported $3.2M in assets and 10 participants for 2024.

Original filing (PDF)20250908161155NAL0019625617001

The ZITA Group, LLC

Name: The ZITA Group, LLC — The ZITA Group, LLC Retirement, Form 5500 (2024)
Creator: The ZITA Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The ZITA Group, LLC Retirement Plan

401(k) retirement plan · The ZITA Group, LLC's The ZITA Group, LLC Retirement Plan held $3.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

The ZITA Group, LLC's EIN is 20-8612123.

EIN 20-8612123

Plan number 001

Plan year 2024

ACK ID 20250908161155NAL0019625617001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The ZITA Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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