How big is Zevin Asset Management, LLC's plan?

Zevin Asset Management, LLC's plan reported $4.4M in assets and 15 participants for 2025.

Original filing (PDF)20260421070301NAL0002277169001

Zevin Asset Management, LLC

Name: Zevin Asset Management, LLC — Zevin Asset Management, Form 5500 (2025)
Creator: Zevin Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zevin Asset Management, LLC Defined Contribution Plan

401(k) retirement plan · Zevin Asset Management, LLC's Zevin Asset Management, LLC Defined Contribution Plan held $4.4M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

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

EIN 27-4484197

Plan number 002

Plan year 2025

ACK ID 20260421070301NAL0002277169001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Zevin Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Zevin Asset Management, LLC's plan includes profit-sharing, a 401(k) feature.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score