Original filing (PDF)20250609080210NAL0012117523001

ZUBU MANAGEMENT SOLUTIONS

Name: ZUBU MANAGEMENT SOLUTIONS — ZUBU MANAGEMENT SOLUTIONS 401(K) P/S PLAN, Form 5500 (2024)
Creator: ZUBU MANAGEMENT SOLUTIONS

Form 5500-SF

FILING_RECEIVED

ZUBU MANAGEMENT SOLUTIONS 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZUBU MANAGEMENT SOLUTIONS.

Plan sponsor

Name

ZUBU MANAGEMENT SOLUTIONS

EIN

81-3068794all filings

Address

6110 WILD ORCHID DR · LITHIA, FL · 33547

Phone

(813) 992-7778

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

COLLINS ELECTRIC LLC

COLLINS ELECTRIC LLC 401(K) PROFIT SHARING PLAN & TRUST

$146K · 3 participants

PEDIATRIX THERAPEUTICS HK LIMI

PEDIATRIX THERAPEUTICS (HK) LI 401(K) PROFIT SHARING PLAN & TRUST

$146K

MARTINEZ FAMILY FUNERAL HOME

MARTINEZ FAMILY FUNERAL HOME 401(K) PROFIT SHARING PLAN & TRUST

$146K · 7 participants

ADVANCE CUSTOM METALS, INC

ADVANCE CUSTOM METALS, INC RETIREMENT TRUST

$146K · 13 participants

BRIGHTER LIGHT LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.