Original filing (PDF)20250723160017NAL0004707472001

ZINGEN & BRAUN INSURANCE AGENCY, LLC

Name: ZINGEN & BRAUN INSURANCE AGENCY, LLC — ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN, Form 5500 (2024)
Creator: ZINGEN & BRAUN INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

ZINGEN & BRAUN INSURANCE AGENCY INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$405K

Net assets (EOY)

$405K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZINGEN & BRAUN INSURANCE AGENCY, LLC.

Plan sponsor

Name

ZINGEN & BRAUN INSURANCE AGENCY, LLC

EIN

84-3112415all filings

Address

PO BOX 443 · 3235 N124TH ST. · BROOKFIELD, WI · 530080443

Phone

(262) 781-4000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator