How big is Zolezzi Insurance Agency's plan?

Zolezzi Insurance Agency's plan reported $587K in assets and 10 participants for 2023.

Original filing (PDF)20250115180020NAL0036201584001

Zolezzi Insurance Agency

Name: Zolezzi Insurance Agency — ZIA 401(k) Plan, Form 5500 (2023)
Creator: Zolezzi Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZIA 401(k) Plan

401(k) retirement plan · Zolezzi Insurance Agency's ZIA 401(k) Plan held $587K in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$587K

Net assets (EOY)

$586K

Plan identifiers

Zolezzi Insurance Agency's EIN is 93-0686212.

EIN 93-0686212

Plan number 001

Plan year 2023

ACK ID 20250115180020NAL0036201584001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Zolezzi Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Zolezzi Insurance Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZOLEZZI INSURANCE AGENCY.

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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 (85th percentile).

Plan sponsor

Name

ZOLEZZI INSURANCE AGENCY

EIN

all filings

Address

PO BOX 6 · DRAIN, OR · 97435

Phone

(541) 836-2177

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator