Original filing (PDF)20250728131703NAL0001576113001

SZ CONSULTING INC

Name: SZ CONSULTING INC — SZ CONSULTING, INC. 401(K) PLAN, Form 5500 (2024)
Creator: SZ CONSULTING INC

Form 5500-SF

FILING_RECEIVED

SZ CONSULTING, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SZ CONSULTING INC

EIN

26-3684146

Address

397 GREEN MOUNTAIN RD · MAHWAH, NJ · 07430

Phone

(551) 427-5902

Industry

Professional & Technical Servicessee all

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

2025-07-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

MINDFULNESS & SOCIAL EMOTIONAL W

MINDFULNESS & SOCIAL EMOTIONAL WELLNESS CONSULTING

$392K · 34 participants

SIMPLY PHYSICS, INC.

SIMPLY PHYSICS 401(K) PLAN

$392K · 3 participants

OWEN EVANS INGOLS, INC.

THE OEI 401(K) PLAN

$392K · 3 participants

TRACKER GROUP, LLC

TRACKER GROUP, LLC INCENTIVE SAVINGS PLAN

$392K · 1 participants

HOMESTEAD WEALTH MANAGEMENT, CORP.

HOMESTEAD WEALTH MANAGEMENT CORP. 401(K) PLAN

$392K · 3 participants