How big is Conzinity Group's plan?

Conzinity Group's plan reported $515K in assets and 5 participants for 2024.

Original filing (PDF)20250819143405NAL0001205875001

Conzinity Group

Name: Conzinity Group — Form 5500 (2024)
Creator: Conzinity Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conzinity Group

401(k) retirement plan · Conzinity Group held $515K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

People on this filing

Jacquelyn Sanford signed Conzinity Group's 2024 Form 5500 as plan administrator.

Jacquelyn Sanford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Conzinity Group's EIN is 26-0462390.

EIN 26-0462390

Plan number 001

Plan year 2024

ACK ID 20250819143405NAL0001205875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Conzinity Group'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

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Plan sponsor

Name

CONZINITY GROUP

EIN

all filings

Address

2475 NORTHWINDS PKWY · SUITE 200 · ALPHARETTA, GA · 30009

Phone

(303) 888-5841

Industry

Professional & Technical Services

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

2025-08-19

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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