How big is DZP Investments LLC's plan?

DZP Investments LLC's plan reported $940K in assets and 4 participants for 2024.

Original filing (PDF)20250528154135NAL0006718417001

DZP Investments LLC

Name: DZP Investments LLC — DZP 401(k) Plan, Form 5500 (2024)
Creator: DZP Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DZP 401(k) Plan

401(k) retirement plan · DZP Investments LLC's DZP 401(k) Plan held $940K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$940K

Net assets (EOY)

$940K

People on this filing

SARA ZHAO signed DZP Investments LLC's 2024 Form 5500 as plan administrator.

SARA ZHAO — 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

DZP Investments LLC's EIN is 82-4886144.

EIN 82-4886144

Plan number 001

Plan year 2024

ACK ID 20250528154135NAL0006718417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DZP Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DZP Investments LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DZP INVESTMENTS 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 average account balance (96th percentile).

Plan sponsor

Name

DZP INVESTMENTS LLC

EIN

all filings

Address

15 HARBOR VIEW DRIVE · RICHMOND, CA · 94804

Phone

(510) 435-7329

Industry

Real Estate

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

2025-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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