How big is Jeffrey M Zwerdling Inc.'s plan?

Jeffrey M Zwerdling Inc.'s plan reported $1.7M in assets and 10 participants for 2024.

Original filing (PDF)20250924130453NAL0008181152001

Jeffrey M Zwerdling Inc.

Name: Jeffrey M Zwerdling Inc. — Jeffrey M Zwerdling Inc., Form 5500 (2024)
Creator: Jeffrey M Zwerdling Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey M Zwerdling Inc. 401(k) Plan

Defined-contribution retirement plan · Jeffrey M Zwerdling Inc.'s Jeffrey M Zwerdling Inc. 401(k) Plan held $1.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Matthew Zwerdling signed Jeffrey M Zwerdling Inc.'s 2024 Form 5500 as plan administrator.

Matthew Zwerdling — 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

Jeffrey M Zwerdling Inc.'s EIN is 54-0921506.

EIN 54-0921506

Plan number 001

Plan year 2024

ACK ID 20250924130453NAL0008181152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey M Zwerdling Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey M Zwerdling Inc.'s plan includes profit-sharing, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY M ZWERDLING INC.

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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