Original filing (PDF)20250718155352NAL0002041409001

ZACHARY ADVISORS, LLC

Name: ZACHARY ADVISORS, LLC — ZACHARY ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: ZACHARY ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

ZACHARY ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

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 ZACHARY ADVISORS, LLC.

Plan sponsor

Name

ZACHARY ADVISORS, LLC

EIN

88-3593302all filings

Address

91-1376 KAIKOHOLA ST · EWA BEACH, HI · 96706

Phone

(630) 649-9024

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

2025-07-18

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

QUILEZ & ASSOCIATES

$173K · 17 participants

CONVERGENT RESEARCH, LLC

CONVERGENT RESEARCH 401(K) PLAN

$173K · 26 participants

ENHANCED COMPUTING SOLUTIONS, LLC

ENHANCED COMPUTING SOLUTIONS, LLC 401(K) PLAN

$173K · 8 participants

MLG CONSTRUCTION MANAGEMENT SERVICES

MLG CONSTRUCTION MANAGEMENT SERV. 401(K) PLAN

$173K · 9 participants

EAGLE RIVER WATERSHED COUNCIL

EAGLE RIVER WATERSHED COUNCIL 401(K) PS PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.