Original filing (PDF)20250702082957NAL0012725681001

ZONIN WEALTH MANAGEMENT

Name: ZONIN WEALTH MANAGEMENT — ZONIN WEALTH MANAGEMENT 401(K) P/S PLAN, Form 5500 (2024)
Creator: ZONIN WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

ZONIN WEALTH MANAGEMENT 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$261K

Net assets (EOY)

$261K

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).

Decision-maker contacts

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

Plan sponsor

Name

ZONIN WEALTH MANAGEMENT

EIN

27-1477514all filings

Address

35 CT ST · FREEHOLD, NJ · 07728

Phone

(732) 333-0280

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