Original filing (PDF)20251001013517NAL0017212643001

ZAMBRISKI-POLSON WEALTH ADVISORS

Name: ZAMBRISKI-POLSON WEALTH ADVISORS — ZAMBRISKI-POLSON WEALTH ADVISORS CASH BALANCE PLAN, Form 5500 (2024)
Creator: ZAMBRISKI-POLSON WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

ZAMBRISKI-POLSON WEALTH ADVISORS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZAMBRISKI-POLSON WEALTH ADVISORS.

Plan sponsor

Name

ZAMBRISKI-POLSON WEALTH ADVISORS

EIN

82-1765746

Address

2355 CRENSHAW BLVD · SUITE 165 · TORRANCE, CA · 90501

Phone

(310) 953-9915

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NORVEST FINANCIAL SERVICES, INC.

NORVEST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

$1.2M · 8 participants

EVOLUTION FINANCIAL ADVISORS, INC.

EVOLUTION FINANCIAL ADVISORS, INC. 401(K) SAVINGS PLAN

$1.2M · 8 participants

YORK SECURITIES, INC.

YORK SECURITIES, INC. 401(K) PLAN

$1.2M · 5 participants

FNA WEALTH MANAGEMENT, LTD

FNA WEALTH MANAGEMENT CASH BALANCE PLAN

$1.2M · 2 participants

KAHN BROTHERS GROUP, INC.

KAHN BROTHERS GROUP, INC. DEFINED BENEFIT PLAN