How big is The Zurita Group LLC's plan?

The Zurita Group LLC's plan reported $120K in assets and 13 participants for 2025.

Original filing (PDF)20260430220943NAL0000228755030

The Zurita Group LLC

Name: The Zurita Group LLC — The Zurita Group 401(k) Plan, Form 5500 (2025)
Creator: The Zurita Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Zurita Group 401(k) Plan

401(k) retirement plan · The Zurita Group LLC's The Zurita Group 401(k) Plan held $120K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

Plan identifiers

The Zurita Group LLC's EIN is 45-5487921.

EIN 45-5487921

Plan number 001

Plan year 2025

ACK ID 20260430220943NAL0000228755030

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Zurita Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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