Original filing (PDF)20250718080801NAL0002483586001

Z & CO., LLC

Name: Z & CO., LLC — Z & CO., LLC 401(K), Form 5500 (2024)
Creator: Z & CO., LLC

Form 5500-SF

FILING_RECEIVED

Z & CO., LLC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for Z & CO., LLC.

Plan sponsor

Name

Z & CO., LLC

EIN

92-2907167

Address

10018 GAGE DANIEL LANE · CYPRESS, TX · 77433

Phone

(832) 906-9916

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

YUSRA CONSULTING

YUSRA CONSULTING 401(K) PLAN

$65K · 3 participants

LAWTON MANAGEMENT LLC

LAWTON MANAGEMENT LLC 401(K) PLAN

$65K · 3 participants

NEXT LEVEL ADVISORY SERVICES LLC

NEXT LEVEL ADVISORY SERVICES LLC 401(K) PLAN

$65K · 8 participants

JTA CONSULTING USA INC.

JTA CONSULTING USA 401(K) PLAN

$65K · 1 participants

MNI SOTA FUND

MNI SOTA FUND 401(K) PLAN

$65K · 7 participants