Original filing (PDF)20250713122402NAL0000356113001

ZENITH CAPITAL PARTNERS LLC

Name: ZENITH CAPITAL PARTNERS LLC — ZENITH CAPITAL PARTNERS LLC 401(K) PLAN, Form 5500 (2024)
Creator: ZENITH CAPITAL PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

ZENITH CAPITAL PARTNERS LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$712K

Net assets (EOY)

$712K

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.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZENITH CAPITAL PARTNERS LLC.

Plan sponsor

Name

ZENITH CAPITAL PARTNERS LLC

EIN

47-3142694

Address

1061 E. INDIANTOWN ROAD · SUITE 318 · JUPITER, FL · 33477

Phone

(203) 253-5936

Industry

Commercial Banking· Finance & Insurancesee 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

2025-07-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

COMMUNITY STATE BANK

COMMUNITY STATE BANK EMPLOYEES' 401(K) PLAN

$713K · 15 participants

COUNTRY CLUB MORTGAGE, INC.

COUNTRY CLUB MORTGAGE, INC. 401(K) PLAN

$718K

STATE BANK OF EASTON

STATE BANK OF EASTON 401(K) PLAN

$724K · 4 participants

WASHINGTON STATE BANK

CBAI 401(K) MULTIPLE EMPLOYER PLAN AS ADOPTED BY WASHINGTON STATE BANK

$699K · 9 participants

FARMERS STATE BANK

FARMERS STATE BANK 401(K) P/S PLAN

$726K · 5 participants