How big is Zephyr Partners-RE, LLC's plan?

Zephyr Partners-RE, LLC's plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250729163541NAL0005153104001

Zephyr Partners-RE, LLC

Name: Zephyr Partners-RE, LLC — Zephyr Partners 401(k), Form 5500 (2024)
Creator: Zephyr Partners-RE, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zephyr Partners 401(k) Plan

401(k) retirement plan · Zephyr Partners-RE, LLC's Zephyr Partners 401(k) Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Seth Levin signed Zephyr Partners-RE, LLC's 2024 Form 5500 as plan administrator.

Seth Levin — 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

Zephyr Partners-RE, LLC's EIN is 26-3805423.

EIN 26-3805423

Plan number 001

Plan year 2024

ACK ID 20250729163541NAL0005153104001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zephyr Partners-RE, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zephyr Partners-RE, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZEPHYR PARTNERS-RE, LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ZEPHYR PARTNERS-RE, LLC

EIN

all filings

Address

329 S. HIGHWAY 101 · SUITE 150 · SOLANA BEACH, CA · 92075

Phone

(858) 461-5123

Industry

Real Estate

Plan administrator