How big is SZ Group Inc. DBA Madison Company's plan?

SZ Group Inc. DBA Madison Company's plan reported $317K in assets and 2 participants for 2024.

Original filing (PDF)20251010122751NAL0018518754001

SZ Group Inc. DBA Madison Company

Name: SZ Group Inc. DBA Madison Company — Madison Company, Form 5500 (2024)
Creator: SZ Group Inc. DBA Madison Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Madison Company Retirement Plan

401(k) retirement plan · SZ Group Inc. DBA Madison Company's Madison Company Retirement Plan held $317K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$317K

Net assets (EOY)

$317K

Plan identifiers

SZ Group Inc. DBA Madison Company's EIN is 83-3104701.

EIN 83-3104701

Plan number 001

Plan year 2024

ACK ID 20251010122751NAL0018518754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SZ Group Inc. DBA Madison Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SZ Group Inc. DBA Madison Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SZ GROUP INC DBA MADISON COMPANY.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SZ GROUP INC DBA MADISON COMPANY

EIN

all filings

Address

35 PATTON PLACE · HILLSBOROUGH, CA · 94010

Phone

(650) 548-4080

Industry

Professional & Technical Services

Plan administrator