How big is Zeffert & Associates Inc.'s plan?

Zeffert & Associates Inc.'s plan reported $1.3M in assets and 31 participants for 2025.

Original filing (PDF)20260518143733NAL0000189696001

Zeffert & Associates Inc.

Name: Zeffert & Associates Inc. — Zeffert 401(k), Form 5500 (2025)
Creator: Zeffert & Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zeffert 401(k) Retirement Plan

401(k) retirement plan · Zeffert & Associates Inc.'s Zeffert 401(k) Retirement Plan held $1.3M in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Michael Farmakis signed Zeffert & Associates Inc.'s 2025 Form 5500 as plan administrator.

Michael Farmakis — 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

Zeffert & Associates Inc.'s EIN is 47-1302978.

EIN 47-1302978

Plan number 001

Plan year 2025

ACK ID 20260518143733NAL0000189696001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Zeffert & Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Zeffert & Associates Inc.'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 ZEFFERT & ASSOCIATES INC.

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Plan health score

Above-average plan

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

Knocking points off