How big is SZ Consulting Inc.'s plan?

SZ Consulting Inc.'s plan reported $392K in assets and 2 participants for 2024.

Original filing (PDF)20250728131703NAL0001576113001

SZ Consulting Inc.

Name: SZ Consulting Inc. — SZ Consulting, Inc. 401(k) Plan, Form 5500 (2024)
Creator: SZ Consulting Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SZ Consulting, Inc. 401(k) Plan

401(k) retirement plan · SZ Consulting Inc.'s SZ Consulting, Inc. 401(k) Plan held $392K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

Plan identifiers

SZ Consulting Inc.'s EIN is 26-3684146.

EIN 26-3684146

Plan number 001

Plan year 2024

ACK ID 20250728131703NAL0001576113001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SZ CONSULTING INC.

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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