How big is Zachary Advisors, LLC's plan?

Zachary Advisors, LLC's plan reported $173K in assets and 2 participants for 2024.

Original filing (PDF)20250718155352NAL0002041409001

Zachary Advisors, LLC

Name: Zachary Advisors, LLC — Zachary Advisors 401(k) Plan, Form 5500 (2024)
Creator: Zachary Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zachary Advisors 401(k) Plan

401(k) retirement plan · Zachary Advisors, LLC's Zachary Advisors 401(k) Plan held $173K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

People on this filing

Marcus Bowie signed Zachary Advisors, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Zachary Advisors, LLC's EIN is 88-3593302.

EIN 88-3593302

Plan number 001

Plan year 2024

ACK ID 20250718155352NAL0002041409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zachary Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zachary Advisors, 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 ZACHARY ADVISORS, 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