ZIMMERMAN ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
286
Accounts w/ balance
559
Plan assets (EOY)
$23.6M
Net assets (EOY)
-$686K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
81
/ 100
Grade B
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
80
Total plan cost
n/a
Plan health
67
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIMMERMAN ASSOCIATES, INC..
Plan sponsor
Name
ZIMMERMAN ASSOCIATES, INC.
EIN
62-0995602
Address
3201 JERMANTOWN ROAD · SUITE 551 · FAIRFAX, VA · 22030
