How big is ZZ Investments LLC's plan?

ZZ Investments LLC's plan reported $25K in assets and 3 participants for 2024.

Original filing (PDF)20250718155915NAL0003743954001

ZZ Investments LLC

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

Form 5500-SF

FILING_RECEIVED

ZZ Investments LLC 401(k) Plan

401(k) retirement plan · ZZ Investments LLC's ZZ Investments LLC 401(k) Plan held $25K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

People on this filing

Marcus Bowie signed ZZ Investments 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

ZZ Investments LLC's EIN is 88-4339812.

EIN 88-4339812

Plan number 001

Plan year 2024

ACK ID 20250718155915NAL0003743954001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ZZ Investments 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 ZZ INVESTMENTS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ZZ INVESTMENTS LLC

EIN

all filings

Address

5607 VIA AVION · GRANITE BAY, CA · 95746

Phone

(585) 645-8343

Industry

Finance & Insurance

Plan administrator