How big is Zuckerman Investment Group, LLC's plan?

Zuckerman Investment Group, LLC's plan reported $5.1M in assets and 21 participants for 2024.

Original filing (PDF)20250708111957NAL0003904481001

Zuckerman Investment Group, LLC

Name: Zuckerman Investment Group, LLC — Zuckerman Investme, Form 5500 (2024)
Creator: Zuckerman Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zuckerman Investment Group, LLC 401(k) Plan

401(k) retirement plan · Zuckerman Investment Group, LLC's Zuckerman Investment Group, LLC 401(k) Plan held $5.1M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Zuckerman Investment Group, LLC's EIN is 37-1877552.

EIN 37-1877552

Plan number 002

Plan year 2024

ACK ID 20250708111957NAL0003904481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zuckerman Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zuckerman Investment Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZUCKERMAN INVESTMENT GROUP, 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