Original filing (PDF)20251008135035NAL0003330531001

ZUPKUS & ANGELL P.C.

Name: ZUPKUS & ANGELL P.C. — ZUPKUS & ANGELL, P.C., Form 5500 (2024)
Creator: ZUPKUS & ANGELL P.C.

Form 5500-SF

FILING_RECEIVED

ZUPKUS & ANGELL, P.C.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$961K

Net assets (EOY)

$961K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZUPKUS & ANGELL P.C..

Plan sponsor

Name

ZUPKUS & ANGELL P.C.

EIN

84-1067517all filings

Address

215 S. WADSWORTH BLVD · BELMAR PLAZA SUITE 220 · LAKEWOOD, CO · 80226

Phone

(303) 894-8948

Industry