How big is BOOK Zurman, Inc.'s plan?

BOOK Zurman, Inc.'s plan reported $6K in assets and 5 participants for 2024.

Original filing (PDF)20250828104040NAL0020290706001

BOOK Zurman, Inc.

Name: BOOK Zurman, Inc. — BOOK Zurman, Inc. 401(k) Plan, Form 5500 (2024)
Creator: BOOK Zurman, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BOOK Zurman, Inc. 401(k) Plan

401(k) retirement plan · BOOK Zurman, Inc.'s BOOK Zurman, Inc. 401(k) Plan held $6K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Suzanne Orlando signed BOOK Zurman, Inc.'s 2024 Form 5500 as plan administrator.

Suzanne Orlando — 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

BOOK Zurman, Inc.'s EIN is 59-3367382.

EIN 59-3367382

Plan number 001

Plan year 2024

ACK ID 20250828104040NAL0020290706001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BOOK Zurman, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BOOK Zurman, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Above-average plan

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