Original filing (PDF)20250522094823NAL0002541025001

ZIG FINANCIAL LLC

Name: ZIG FINANCIAL LLC — Form 5500 (2024)
Creator: ZIG FINANCIAL LLC

Form 5500-SF

FILING_RECEIVED

ZIG FINANCIAL LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$502K

Net assets (EOY)

$502K

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 ZIG FINANCIAL LLC.

Plan sponsor

Name

ZIG FINANCIAL LLC

EIN

87-1192480all filings

Address

240 W CENTER ST · SUITE 150 · OREM, UT · 84057

Phone

(385) 557-7700

Industry

Professional & Technical Servicessee 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

2025-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ACCOUNTIX, INC.

ACCOUNTIX 401(K) PLAN

$501K · 8 participants

KARLON GROUP LLC

KARLON GROUP LLC 401(K) PLAN

$503K · 4 participants

STARK MANAGEMENT SERVICES, INC.

STARK MANAGEMENT SERVICES, INC. 401(K) PLAN

$503K · 4 participants

NORBERG, DAVIS, BOURNE & PAINTER, LLP

NORBERG, DAVIS, BOURNE & PAINTER, LLP 401(K) PLAN

$504K · 9 participants

HURDLR, INC.

HURDLR 401(K) PLAN

$504K · 13 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.