Original filing (PDF)20251010003025NAL0007163617001

Z CONSULTING GROUP, LLC

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

Form 5500-SF

FILING_RECEIVED

Z CONSULTING GROUP, LLC CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SMITH CONSULTING GROUP LLC

SMITH CONSULTING GROUP, LLC

$1.7M · 32 participants

HIGHGATE BUILDERS, INC.

HIGHGATE BUILDERS INC. 401(K) PROFIT SHARING PLAN

$1.7M · 7 participants

ELUNA

ELUNA RETIREMENT TRUST PLAN

$1.7M · 20 participants

CURTIS PROCESS CONSULTING, LLC

CURTIS PROCESS CONSULTING 401(K) PLAN

$1.7M · 11 participants

ABERDEEN ADVISORS LLC

ABERDEEN ADVISORS 401(K) PLAN

$1.7M · 35 participants