THE ZALKIN LAW FIRM, P.C., DEFINED BENEFIT PENSION PLAN AND TRUST
Defined-benefit pension plan
Active participants
22
Accounts w/ balance
—
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score
100
/ 100
Grade A
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ZALKIN LAW FIRM, P.C..
Plan sponsor
Name
THE ZALKIN LAW FIRM, P.C.
EIN
26-4081677
Address
10590 W OCEAN AIR DRIVE, STE 125 · SAN DIEGO, CA · 92130
Phone
—
Industry
Law Offices· 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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
