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Original filing (PDF)20250915141916NAL0003157890001

THE ZENITH GROUP, LLC

Form 5500-SF
FILING_RECEIVED
THE ZENITH GROUP DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ZENITH GROUP, LLC.
Plan sponsor
Name
THE ZENITH GROUP, LLC
EIN
20-8878527
Address
220 ROANOKE AVENUE · SECOND FLOOR · RIVERHEAD, NY · 11901
Phone
(631) 369-6601
Industry
Constructionsee 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
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
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.

Service providers (Schedule C)

Small plans don't disclose service providers

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