Original filing (PDF)20241015184140NAL0050923888001

ZIMMEL ASSOCIATES, INC.

Name: ZIMMEL ASSOCIATES, INC. — ZIMMEL ASSOCIATES, INC. 401(K) SAVINGS PLAN, Form 5500 (2023)
Creator: ZIMMEL ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ZIMMEL ASSOCIATES, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$533K

Net assets (EOY)

$533K

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.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZIMMEL ASSOCIATES, INC..

Plan sponsor

Name

ZIMMEL ASSOCIATES, INC.

EIN

87-4146394

Address

1090 KING GEORGES POST ROAD · SUITE 808 · EDISON, NJ · 08837

Phone

(732) 661-9200

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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