Original filing (PDF)20251001115355NAL0020926082001

Z CONSULTING GROUP, LLC

Name: Z CONSULTING GROUP, LLC — Z CONSULTING GROUP, LLC PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: Z CONSULTING GROUP, LLC

Form 5500-SF

FILING_RECEIVED

Z CONSULTING GROUP, LLC PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$445K

Net assets (EOY)

$445K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for Z CONSULTING GROUP, LLC.

Plan sponsor

Name

Z CONSULTING GROUP, LLC

EIN

47-2561407

Address

26411 WOODLYN DRIVE · BONITA SPRINGS, FL · 34134

Phone

(312) 618-8543

Industry

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

2025-10-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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