How big is Cabaness and Zimbro, Inc.'s plan?

Cabaness and Zimbro, Inc.'s plan reported $4.9M in assets and 217 participants for 2024.

Original filing (PDF)20250926135630NAL0011896435001

Cabaness and Zimbro, Inc.

Name: Cabaness and Zimbro, Inc. — Black Diamond, Form 5500 (2024)
Creator: Cabaness and Zimbro, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Black Diamond Harley-Davidson 401(k) Plan

401(k) retirement plan · Cabaness and Zimbro, Inc.'s Black Diamond Harley-Davidson 401(k) Plan held $4.9M in plan assets for 217 participants in 2024.

Signals · 1

No auditor on file

Active participants

217

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Cabaness and Zimbro, Inc.'s EIN is 26-0449978.

EIN 26-0449978

Plan number 001

Plan year 2024

ACK ID 20250926135630NAL0011896435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cabaness and Zimbro, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cabaness and Zimbro, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score