· 2022–2024 · DOL EFAST2
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W.D. ZWICKY & SON, INC. — WDZ 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250425155251NAL0014842096001
W.D. ZWICKY & SON, INC.
Form 5500-SF
FILING_RECEIVED
WDZ 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
13
Plan assets (EOY)
$848K
Net assets (EOY)
$848K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
W.D. ZWICKY & SON, INC.
.
Find decision makers
Plan sponsor
Name
W.D. ZWICKY & SON, INC.
EIN
23-2580835
Address
220 BUENA VISTA RD · FLEETWOOD, PA · 19522
Phone
(484) 248-5300
Industry
Construction
see all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
Only 48% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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