How big is CZ Hedge Management LLC's plan?

CZ Hedge Management LLC's plan reported $4.8M in assets and 3 participants for 2024.

Original filing (PDF)20250604103022NAL0010769409001

CZ Hedge Management LLC

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

Form 5500-SF

FILING_RECEIVED

CZ Hedge Management, LLC 401(k) Plan

401(k) retirement plan · CZ Hedge Management LLC's CZ Hedge Management, LLC 401(k) Plan held $4.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Allen TAM signed CZ Hedge Management LLC's 2024 Form 5500 as plan administrator.

Allen TAM — 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

CZ Hedge Management LLC's EIN is 27-4109644.

EIN 27-4109644

Plan number 001

Plan year 2024

ACK ID 20250604103022NAL0010769409001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CZ Hedge Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

CZ HEDGE MANAGEMENT LLC

EIN

all filings

Address

240 KENT AVE · BROOKLYN, NY · 11249

Phone

(646) 469-8046

Industry

Finance & Insurance

Plan administrator