How big is Zinner and Co.'s plan?

Zinner and Co.'s plan reported $8.3M in assets and 22 participants for 2025.

Original filing (PDF)20260421171314NAL0005856178001

Zinner and Co.

Name: Zinner and Co. — Zinner & Co 401(k) and Profit, Form 5500 (2025)
Creator: Zinner and Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zinner & Co 401(k) and Profit Sharing Plan

401(k) retirement plan · Zinner and Co.'s Zinner & Co 401(k) and Profit Sharing Plan held $8.3M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

Brett Neate signed Zinner and Co.'s 2025 Form 5500 as plan administrator.

Brett Neate — 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

Zinner and Co.'s EIN is 34-1663731.

EIN 34-1663731

Plan number 001

Plan year 2025

ACK ID 20260421171314NAL0005856178001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Zinner and Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Zinner and Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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