How big is Zollinger Group LLC's plan?

Zollinger Group LLC's plan reported $1.4M in assets and 39 participants for 2024.

Original filing (PDF)20250807075822NAL0004734704001

Zollinger Group LLC

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

Form 5500-SF

FILING_RECEIVED

Zollinger Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Zollinger Group LLC's Zollinger Group LLC 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kelly Durante signed Zollinger Group LLC's 2024 Form 5500 as plan administrator.

Kelly Durante — 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

Zollinger Group LLC's EIN is 27-1388573.

EIN 27-1388573

Plan number 001

Plan year 2024

ACK ID 20250807075822NAL0004734704001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Zollinger Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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