How big is Zonin Wealth Management's plan?

Zonin Wealth Management's plan reported $261K in assets and 5 participants for 2024.

Original filing (PDF)20250702082957NAL0012725681001

Zonin Wealth Management

Name: Zonin Wealth Management — Zonin Wealth Management, Form 5500 (2024)
Creator: Zonin Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zonin Wealth Management 401(k) P/S Plan

401(k) retirement plan · Zonin Wealth Management's Zonin Wealth Management 401(k) P/S Plan held $261K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$261K

Net assets (EOY)

$261K

People on this filing

KAMI Zonin signed Zonin Wealth Management's 2024 Form 5500 as plan administrator.

KAMI Zonin — 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

Zonin Wealth Management's EIN is 27-1477514.

EIN 27-1477514

Plan number 001

Plan year 2024

ACK ID 20250702082957NAL0012725681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zonin Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZONIN WEALTH MANAGEMENT.

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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 (85th percentile).

Plan sponsor

Name

ZONIN WEALTH MANAGEMENT

EIN

all filings

Address

35 CT ST · FREEHOLD, NJ · 07728

Phone

(732) 333-0280

Industry

Finance & Insurance

Plan administrator