Original filing (PDF)20230119115950NAL0001932019001

Zevin Asset Management, LLC

Name: Zevin Asset Management, LLC — Zevin Asset Management, Form 5500 (2022)
Creator: Zevin Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zevin Asset Management, LLC Defined Benefit Retirement Plan

Defined-benefit pension plan · Zevin Asset Management, LLC's Zevin Asset Management, LLC Defined Benefit Retirement Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Zevin Asset Management, LLC's EIN is 27-4484197.

EIN 27-4484197

Plan number 001

Plan year 2022

ACK ID 20230119115950NAL0001932019001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Zevin Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Zevin Asset Management, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZEVIN ASSET 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off