PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ZIMMERMAN, KISER & SUTCLIFFE,P.A.
Sponsor portfolio

ZIMMERMAN, KISER & SUTCLIFFE,P.A.

EIN 59-2339047-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$37.6M assets
Welfare
1
Participants
213
315 E. ROBINSON STREET, SUITE 600 - ORLANDO, FL 32801407-425-7010zsks.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$37.6M - 124 part#501Self Funded-0 lives

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ZKS 401(K) & PROFIT SHARING PLAN

401k

Assets$37.6M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZIMMERMAN, KISER & SUTCLIFFE PA HEALTH & WELFARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZKS 401(K) & PROFIT SHARING PLAN401k$37.6M1242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZIMMERMAN, KISER & SUTCLIFFE PA HEALTH & WELFARE PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica