How big is ZIP Capital Group, LLC's plan?

ZIP Capital Group, LLC's plan reported $280K in assets and 11 participants for 2025.

Original filing (PDF)20260519130703NAL0001347744001

ZIP Capital Group, LLC

Name: ZIP Capital Group, LLC — ZIP Capital Group, LLC, Form 5500 (2025)
Creator: ZIP Capital Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZIP Capital Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · ZIP Capital Group, LLC's ZIP Capital Group, LLC 401(k) Profit Sharing Plan held $280K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

People on this filing

Chris Lewis signed ZIP Capital Group, LLC's 2025 Form 5500 as plan administrator.

Chris Lewis — 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

ZIP Capital Group, LLC's EIN is 81-2600491.

EIN 81-2600491

Plan number 001

Plan year 2025

ACK ID 20260519130703NAL0001347744001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ZIP Capital Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ZIP Capital Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZIP CAPITAL GROUP, LLC.

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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 (97th percentile).

Plan sponsor

Name

ZIP CAPITAL GROUP, LLC

EIN

all filings

Address

26 EXECUTIVE PARK, SUITE 100 · IRVINE, CA · 92614

Phone

(949) 272-9246

Industry

Finance & Insurance

Plan administrator