How big is Zapata Private Wealth Group's plan?

Zapata Private Wealth Group's plan reported $167K in assets and 3 participants for 2024.

Original filing (PDF)20251014145926NAL0006464514001

Zapata Private Wealth Group

Name: Zapata Private Wealth Group — Zapata Private Wealth, Form 5500 (2024)
Creator: Zapata Private Wealth Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zapata Private Wealth Group 401(k) Profit Sharing Plan

401(k) retirement plan · Zapata Private Wealth Group's Zapata Private Wealth Group 401(k) Profit Sharing Plan held $167K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

Plan identifiers

Zapata Private Wealth Group's EIN is 46-4431040.

EIN 46-4431040

Plan number 001

Plan year 2024

ACK ID 20251014145926NAL0006464514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zapata Private Wealth Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zapata Private Wealth Group'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 ZAPATA PRIVATE WEALTH GROUP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ZAPATA PRIVATE WEALTH GROUP

EIN

all filings

Address

1536 CARNATION WAY · UPLAND, CA · 91786

Phone

(909) 681-6900

Industry

Finance & Insurance

Plan administrator