Original filing (PDF)20250425100700NAL0008742897001

EMORY P. ZIMMER INSURANCE AGENCY, INC.

Name: EMORY P. ZIMMER INSURANCE AGENCY, INC. — EMORY P. ZIMMER INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: EMORY P. ZIMMER INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

EMORY P. ZIMMER INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$317K

Net assets (EOY)

$317K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EMORY P. ZIMMER INSURANCE AGENCY, INC..

Plan sponsor

Name

EMORY P. ZIMMER INSURANCE AGENCY, INC.

EIN

31-0728150all filings

Address

2148 GILBERT AVENUE · CINCINNATI, OH · 45206

Phone

(513) 381-1919

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator