Original filing (PDF)20250814154216NAL0005488419001

ZHANG & ASSOCIATES LLC

Name: ZHANG & ASSOCIATES LLC — ZHANG & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: ZHANG & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

ZHANG & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$738K

Net assets (EOY)

$738K

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 (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZHANG & ASSOCIATES LLC.

Plan sponsor

Name

ZHANG & ASSOCIATES LLC

EIN

46-2280982

Address

3250 WEST MARKET STREET · SUITE 300 · AKRON, OH · 44333

Phone

(330) 873-1100

Industry