How big is Zavad, Inc.'s plan?

Zavad, Inc.'s plan reported $204K in assets and 20 participants for 2024.

Original filing (PDF)20250515135840NAL0044695698001

Zavad, Inc.

Name: Zavad, Inc. — Expert HVAC & Refrigeration 401(k), Form 5500 (2024)
Creator: Zavad, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Expert HVAC & Refrigeration 401(k) Plan

401(k) retirement plan · Zavad, Inc.'s Expert HVAC & Refrigeration 401(k) Plan held $204K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$204K

Net assets (EOY)

$204K

People on this filing

Sandra Rodriguez signed Zavad, Inc.'s 2024 Form 5500 as plan administrator.

Sandra Rodriguez — 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

Zavad, Inc.'s EIN is 27-2274242.

EIN 27-2274242

Plan number 001

Plan year 2024

ACK ID 20250515135840NAL0044695698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zavad, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zavad, Inc.'s plan includes 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 ZAVAD, INC..

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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

Knocking points off