Original filing (PDF)20251013080117NAL0001492848001

ZH HOLDINGS, LLC

Name: ZH HOLDINGS, LLC — MORTGAGECOUNTRY AND AFFILIATES RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: ZH HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

MORTGAGECOUNTRY AND AFFILIATES RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 ZH HOLDINGS, LLC.

Plan sponsor

Name

ZH HOLDINGS, LLC

EIN

84-1895646

Address

725 SKIPPACK PIKE · SUITE 340A · BLUE BELL, PA · 19422

Phone

(484) 900-4100

Industry

Real Estatesee all

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

ALIANA DEVELOPMENT COMPANY

ALIANA DEVELOPMENT COMPANY SAFE HARBOR 401(K)

$3.5M · 20 participants

WILSTEIN PROPERTIES, LLC

WILSTEIN PROPERTIES, LLC DEFINED BENEFIT PENSION PLAN

$3.5M · 2 participants

REAL PROPERTY RESEARCH GROUP, INC

REAL PROPERTY RESEARCH GROUP 401K PLAN

$3.5M · 18 participants

MILLER LAVOIE LLP

MILLER LAVOIE LLP 401(K) PLAN

$3.5M

BRIDGE33 CAPITAL

BRIDGE33 CAPITAL 401(K) PLAN

$3.5M · 86 participants