Original filing (PDF)20260107114355NAL0008280979001

JZMK PARTNERS

Name: JZMK PARTNERS — JZMK PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: JZMK PARTNERS

Form 5500-SF

FILING_RECEIVED

JZMK PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JZMK PARTNERS.

Plan sponsor

Name

JZMK PARTNERS

EIN

33-0610424

Address

3080 BRISTOL ST. · STE 350 · COSTA MESA, CA · 92626

Phone

(714) 426-6963

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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