Original filing (PDF)20251015165546NAL0005469969001

PRUITT ZABKOWICZ S.C.

Name: PRUITT ZABKOWICZ S.C. — PRUITT ZABKOWICZ S.C. RETIREMENT TRUST, Form 5500 (2024)
Creator: PRUITT ZABKOWICZ S.C.

Form 5500-SF

FILING_RECEIVED

PRUITT ZABKOWICZ S.C. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$203K

Net assets (EOY)

$203K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRUITT ZABKOWICZ S.C..

Plan sponsor

Name

PRUITT ZABKOWICZ S.C.

EIN

47-2500527all filings

Address

731 MAIN STREET · RACINE, WI · 53403

Phone

(262) 497-8839

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

ASSOCIATION INSURANCE MANAGEME

ASSOCIATION INSURANCE MANAGEME 401(K) PROFIT SHARING PLAN & TRUST

$203K · 13 participants

SOLUTIONS SYNC LLC

SOLUTIONS SYNC LLC 401(K) PLAN

$203K · 9 participants

EJTJ VENTURES LLC

EJTJ VENTURES LLC 401(K) PROFIT SHARING PLAN & TRUST

$203K · 2 participants

XTERMITE, INC.

XTERMITE, INC. 401(K) PLAN

$203K · 32 participants

EYE THRIVE

EYE THRIVE 403(B) PLAN

$203K · 12 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.