Zhang Financial LLC 401(k) Profit Sharing Plan & Trust
401(k) retirement plan · Zhang Financial LLC's Zhang Financial LLC 401(k) Profit Sharing Plan & Trust held $12.3M in plan assets for 46 participants in 2025.
Active participants
46
Accounts w/ balance
48
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
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
47
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZHANG FINANCIAL LLC.
