Original filing (PDF)20250228183029NAL0000800611001

ZIEGLER PROPERTIES, INC.

Name: ZIEGLER PROPERTIES, INC. — ZIEGLER PROPERTIES, INC. PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: ZIEGLER PROPERTIES, INC.

Form 5500-SF

FILING_RECEIVED

ZIEGLER PROPERTIES, INC. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 ZIEGLER PROPERTIES, INC..

Plan sponsor

Name

ZIEGLER PROPERTIES, INC.

EIN

94-2630186

Address

1155 MERIDIAN AVENUE, STE 111 · SAN JOSE, CA · 951254331

Phone

(408) 445-0300

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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