Original filing (PDF)20250828152444NAL0005655939001

ZECHES WEALTH MANAGEMENT GROUP LLC

Name: ZECHES WEALTH MANAGEMENT GROUP LLC — ZECHES WEALTH MANAGEMENT GROUP LLC 401(K) SAFE HARBOR PLAN, Form 5500 (2024)
Creator: ZECHES WEALTH MANAGEMENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

ZECHES WEALTH MANAGEMENT GROUP LLC 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZECHES WEALTH MANAGEMENT GROUP LLC.

Plan sponsor

Name

ZECHES WEALTH MANAGEMENT GROUP LLC

EIN

46-4678858

Address

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

Phone

(520) 326-6923

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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