How big is Zukerman & Associates, Ltd.'s plan?

Zukerman & Associates, Ltd.'s plan reported $12.8M in assets and 29 participants for 2024.

Original filing (PDF)20250207105230NAL0006432323001

Zukerman & Associates, Ltd.

Name: Zukerman & Associates, Ltd. — Zukerman & Associates, Form 5500 (2024)
Creator: Zukerman & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zukerman & Associates, Ltd. 401(k) Plan

401(k) retirement plan · Zukerman & Associates, Ltd.'s Zukerman & Associates, Ltd. 401(k) Plan held $12.8M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

People on this filing

Ted Colna signed Zukerman & Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Ted Colna — 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

Zukerman & Associates, Ltd.'s EIN is 54-1244551.

EIN 54-1244551

Plan number 001

Plan year 2024

ACK ID 20250207105230NAL0006432323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zukerman & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zukerman & Associates, Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZUKERMAN & ASSOCIATES, 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

Helping the score