Original filing (PDF)20250806103349NAL0001662387001

JULIE ZWEIG, MD LLC

Name: JULIE ZWEIG, MD LLC — ZWEIG LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: JULIE ZWEIG, MD LLC

Form 5500-SF

FILING_RECEIVED

ZWEIG LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JULIE ZWEIG, MD LLC.

Plan sponsor

Name

JULIE ZWEIG, MD LLC

EIN

85-1808630

Address

1010 RIDGE TARN · SANDY SPRINGS, GA · 30350

Phone

(770) 605-8509

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

DEFINITI

EIN

85-0833363

City

ERIE, PA

Phone

(800) 882-4026

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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