How big is Zimmerman Real Estate Group, Ltd.'s plan?

Zimmerman Real Estate Group, Ltd.'s plan reported $1.3M in assets and 1 participants for 2024.

Original filing (PDF)20250806093856NAL0001641763001

Zimmerman Real Estate Group, Ltd.

Name: Zimmerman Real Estate Group, Ltd. — Zimmerman Real, Form 5500 (2024)
Creator: Zimmerman Real Estate Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zimmerman Real Estate Group, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Zimmerman Real Estate Group, Ltd.'s Zimmerman Real Estate Group, Ltd. 401(k) Profit Sharing Plan held $1.3M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Susan Z Ulman signed Zimmerman Real Estate Group, Ltd.'s 2024 Form 5500 as plan administrator.

Susan Z Ulman — 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

Zimmerman Real Estate Group, Ltd.'s EIN is 36-3441407.

EIN 36-3441407

Plan number 001

Plan year 2024

ACK ID 20250806093856NAL0001641763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zimmerman Real Estate Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zimmerman Real Estate Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZIMMERMAN REAL ESTATE GROUP, LTD..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ZIMMERMAN REAL ESTATE GROUP, LTD.

EIN

all filings

Address

910 SKOKIE BOULEVARD · STE 200 · NORTHBROOK, IL · 60602

Phone

(312) 782-8000

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator