How big is Zuckerman & Wax, APC's plan?

Zuckerman & Wax, APC's plan reported $3.6M in assets and 5 participants for 2024.

Original filing (PDF)20250410153929NAL0021785313001

Zuckerman & Wax, APC

Name: Zuckerman & Wax, APC — Zuckerman & Wax, APC 401(k), Form 5500 (2024)
Creator: Zuckerman & Wax, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zuckerman & Wax, APC 401(k) Plan

401(k) retirement plan · Zuckerman & Wax, APC's Zuckerman & Wax, APC 401(k) Plan held $3.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Monica Wax signed Zuckerman & Wax, APC's 2024 Form 5500 as plan administrator.

Monica Wax — 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

Zuckerman & Wax, APC's EIN is 99-0501224.

EIN 99-0501224

Plan number 001

Plan year 2024

ACK ID 20250410153929NAL0021785313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zuckerman & Wax, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zuckerman & Wax, APC'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 ZUCKERMAN & WAX, APC.

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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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

ZUCKERMAN & WAX, APC

EIN

all filings

Address

5333 MISSION CENTER ROAD, SUITE 350 · SAN DIEGO, CA · 92108

Phone

(619) 239-7200

Industry

Law Offices· Professional & Technical Services

Plan administrator