How big is Shimer Zach, LLC's plan?

Shimer Zach, LLC's plan reported $549K in assets and 5 participants for 2024.

Original filing (PDF)20250612170106NAL0028985200001

Shimer Zach, LLC

Name: Shimer Zach, LLC — Shimer Zach, LLC 401(k) Plan, Form 5500 (2024)
Creator: Shimer Zach, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shimer Zach, LLC 401(k) Plan

401(k) retirement plan · Shimer Zach, LLC's Shimer Zach, LLC 401(k) Plan held $549K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$549K

Net assets (EOY)

$549K

People on this filing

Jennise Wilkins signed Shimer Zach, LLC's 2024 Form 5500 as plan administrator.

Jennise Wilkins — 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

Shimer Zach, LLC's EIN is 47-1570735.

EIN 47-1570735

Plan number 001

Plan year 2024

ACK ID 20250612170106NAL0028985200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shimer Zach, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shimer Zach, LLC'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 SHIMER ZACH, LLC.

Finding similar companies…

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