Original filing (PDF)20250423111229NAL0008546752001

ZAYAS, MORAZZANI & CO.

Name: ZAYAS, MORAZZANI & CO. — ZAYAS, MORAZZANI & CO. RETIREMENT PLAN, Form 5500 (2024)
Creator: ZAYAS, MORAZZANI & CO.

Form 5500-SF

FILING_RECEIVED

ZAYAS, MORAZZANI & CO. RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZAYAS, MORAZZANI & CO..

Plan sponsor

Name

ZAYAS, MORAZZANI & CO.

EIN

66-0365844

Address

PO BOX 366225 · SAN JUAN, PR · 009366225

Phone

(787) 753-7025

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ARMANDO MARSELLA CPA MONEY PURCHSE PLAN AND TRUST

ARMANDO MARSELLA CPA MONEY PURCHASE PLAN AND TRUST

$2.0M · 2 participants

RIVERS & MOOREHEAD, PLLC

RIVERS & MOOREHEAD, PLLC 401(K) PLAN

$2.0M · 12 participants

BRAUER & CO., PC

BRAUER & CO., PC DEFINED BENEFIT PENSION PLAN

$2.0M · 14 participants

JANICE REDMOND CPA, P.C.

JANICE REDMOND 401(K) PROFIT SHARING PLAN

$2.0M · 4 participants

MICHAEL MANSON, AN ACCOUNTANCY CORP

MICHAEL MANSON, AN ACCOUNTANCY CORP 401(K) PROFIT SHARING PLAN