How big is The Zoghlin Group, PLLC's plan?

The Zoghlin Group, PLLC's plan reported $752K in assets and 1 participants for 2025.

Original filing (PDF)20260320142842NAL0006305392001

The Zoghlin Group, PLLC

Name: The Zoghlin Group, PLLC — The Zoghlin Group, PLLC, Form 5500 (2025)
Creator: The Zoghlin Group, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Zoghlin Group, PLLC 401(k) Plan

401(k) retirement plan · The Zoghlin Group, PLLC's The Zoghlin Group, PLLC 401(k) Plan held $752K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$752K

Net assets (EOY)

$752K

People on this filing

Mindy Zoghlin signed The Zoghlin Group, PLLC's 2025 Form 5500 as plan administrator.

Mindy Zoghlin — 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

The Zoghlin Group, PLLC's EIN is 81-2739650.

EIN 81-2739650

Plan number 001

Plan year 2025

ACK ID 20260320142842NAL0006305392001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Zoghlin Group, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Zoghlin Group, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

THE ZOGHLIN GROUP, PLLC

EIN

all filings

Address

300 STATE STREET, SUITE 502 · ROCHESTER, NY · 14614

Phone

(585) 434-0790

Industry

Law Offices· Professional & Technical Services

Plan administrator