How big is Zeches Wealth Management Group LLC's plan?

Zeches Wealth Management Group LLC's plan reported $2.8M in assets and 2 participants for 2025.

Original filing (PDF)20260421172716NAL0004302560001

Zeches Wealth Management Group LLC

Name: Zeches Wealth Management Group LLC — Zeches Wealth, Form 5500 (2025)
Creator: Zeches Wealth Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zeches Wealth Management Group LLC 401(k) Safe Harbor Plan

401(k) retirement plan · Zeches Wealth Management Group LLC's Zeches Wealth Management Group LLC 401(k) Safe Harbor Plan held $2.8M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Edward J. Zeches Jr. signed Zeches Wealth Management Group LLC's 2025 Form 5500 as plan administrator.

Edward J. Zeches Jr. — 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

Zeches Wealth Management Group LLC's EIN is 46-4678858.

EIN 46-4678858

Plan number 001

Plan year 2025

ACK ID 20260421172716NAL0004302560001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Zeches Wealth Management Group LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ZECHES WEALTH MANAGEMENT GROUP LLC

EIN

all filings

Address

2850 N. SWAN ROAD · SUITE 100 · TUCSON, AZ · 85712

Phone

(520) 326-6923

Industry

Finance & Insurance

Plan administrator