How big is ZIG Financial LLC's plan?

ZIG Financial LLC's plan reported $777K in assets and 30 participants for 2025.

Original filing (PDF)20260523082315NAL0008538626001

ZIG Financial LLC

Name: ZIG Financial LLC — Form 5500 (2025)
Creator: ZIG Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZIG Financial LLC

401(k) retirement plan · ZIG Financial LLC held $777K in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

People on this filing

Lee Bowen signed ZIG Financial LLC's 2025 Form 5500 as plan administrator.

Lee Bowen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ZIG Financial LLC's EIN is 87-1192480.

EIN 87-1192480

Plan number 001

Plan year 2025

ACK ID 20260523082315NAL0008538626001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ZIG Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ZIG Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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