Original filing (PDF)20250730063948NAL0006023696001

ZACHRICH SMALL BUSINESS INVESTMENTS LLC

Name: ZACHRICH SMALL BUSINESS INVESTMENTS LLC — ZACHRICH SMALL BUSINESS INVESTMENTS LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: ZACHRICH SMALL BUSINESS INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

ZACHRICH SMALL BUSINESS INVESTMENTS LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

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 ZACHRICH SMALL BUSINESS INVESTMENTS LLC.

Plan sponsor

Name

ZACHRICH SMALL BUSINESS INVESTMENTS LLC

EIN

85-4020313

Address

3535 WEST 140TH STREET · SUITE B · CLEVELAND, OH · 44111

Phone

(216) 941-5470

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator