How big is Zambriski-Polson Wealth Advisors' plan?

Zambriski-Polson Wealth Advisors' plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20251001012826NAL0012129041001

Zambriski-Polson Wealth Advisors

Name: Zambriski-Polson Wealth Advisors — Zambriski-Polson, Form 5500 (2024)
Creator: Zambriski-Polson Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zambriski-Polson Wealth Advisors 401(k) Plan

401(k) retirement plan · Zambriski-Polson Wealth Advisors' Zambriski-Polson Wealth Advisors 401(k) Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Zambriski-Polson Wealth Advisors' EIN is 82-1765746.

EIN 82-1765746

Plan number 001

Plan year 2024

ACK ID 20251001012826NAL0012129041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zambriski-Polson Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zambriski-Polson Wealth Advisors' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZAMBRISKI-POLSON WEALTH ADVISORS.

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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