How big is Zoeller Realty Group's plan?

Zoeller Realty Group's plan reported $443K in assets and 5 participants for 2024.

Original filing (PDF)20250708160906NAL0011613394001

Zoeller Realty Group

Name: Zoeller Realty Group — Zoeller Realty Group 401(k), Form 5500 (2024)
Creator: Zoeller Realty Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zoeller Realty Group 401(k) Plan

401(k) retirement plan · Zoeller Realty Group's Zoeller Realty Group 401(k) Plan held $443K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

People on this filing

Mark Zoeller signed Zoeller Realty Group's 2024 Form 5500 as plan administrator.

Mark Zoeller — 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

Zoeller Realty Group's EIN is 83-3917925.

EIN 83-3917925

Plan number 001

Plan year 2024

ACK ID 20250708160906NAL0011613394001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zoeller Realty Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zoeller Realty Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZOELLER REALTY GROUP.

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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