Original filing (PDF)20251024122223NAL0007410658001

ZELDIS RESEARCH ASSOCIATES

Name: ZELDIS RESEARCH ASSOCIATES — ZELDIS RESEARCH ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ZELDIS RESEARCH ASSOCIATES

Form 5500-SF

FILING_RECEIVED

ZELDIS RESEARCH ASSOCIATES PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZELDIS RESEARCH ASSOCIATES.

Plan sponsor

Name

ZELDIS RESEARCH ASSOCIATES

EIN

22-3175286

Address

106 STRAUBE CENTER BLVD. · SUITE F-101 · PENNINGTON, NJ · 08534

Phone

(609) 737-7223

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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