How big is ZLC Fortune Investment, LLC's plan?

ZLC Fortune Investment, LLC's plan reported $547K in assets and 9 participants for 2024.

Original filing (PDF)20250517214414NAL0048763570001

ZLC Fortune Investment, LLC

Name: ZLC Fortune Investment, LLC — ZLC Fortune Investment, Form 5500 (2024)
Creator: ZLC Fortune Investment, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZLC Fortune Investment, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · ZLC Fortune Investment, LLC's ZLC Fortune Investment, LLC Defined Benefit Pension Plan held $547K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

Plan identifiers

ZLC Fortune Investment, LLC's EIN is 92-2855957.

EIN 92-2855957

Plan number 002

Plan year 2024

ACK ID 20250517214414NAL0048763570001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ZLC Fortune Investment, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZLC FORTUNE INVESTMENT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score