How big is J.M. ZELL Partners, Ltd.'s plan?

J.M. ZELL Partners, Ltd.'s plan reported $17.6M in assets and 23 participants for 2024.

Original filing (PDF)20251009084619NAL0006310753001

J.M. ZELL Partners, Ltd.

Name: J.M. ZELL Partners, Ltd. — J.M. ZELL Partners Ltd., Form 5500 (2024)
Creator: J.M. ZELL Partners, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.M. ZELL Partners Ltd. 401(k) Plan

401(k) retirement plan · J.M. ZELL Partners, Ltd.'s J.M. ZELL Partners Ltd. 401(k) Plan held $17.6M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.6M

Net assets (EOY)

$17.6M

People on this filing

Jeffrey ZELL signed J.M. ZELL Partners, Ltd.'s 2024 Form 5500 as plan administrator.

Jeffrey ZELL — 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

J.M. ZELL Partners, Ltd.'s EIN is 52-1603888.

EIN 52-1603888

Plan number 001

Plan year 2024

ACK ID 20251009084619NAL0006310753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J.M. ZELL Partners, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J.M. ZELL Partners, Ltd.'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 J.M. ZELL PARTNERS, LTD..

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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

Knocking points off