How big is Zuckerman Brothers, Inc.'s plan?

Zuckerman Brothers, Inc.'s plan reported $2.6M in assets and 4 participants for 2024.

Original filing (PDF)20251013222257NAL0002034497001

Zuckerman Brothers, Inc.

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Zuckerman Brothers, Inc. held $2.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Zuckerman Brothers, Inc.'s EIN is 65-0463323.

EIN 65-0463323

Plan number 001

Plan year 2024

ACK ID 20251013222257NAL0002034497001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Zuckerman Brothers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 ZUCKERMAN BROTHERS, 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ZUCKERMAN BROTHERS, INC.

EIN

all filings

Address

6131 LYONS ROAD, SUITE 200 · COCONUT CREEK, FL · 33073

Phone

(954) 481-3700

Industry

Construction

Plan administrator