Retirement plan

ZELITSKY & CO., LLC EMPLOYEES' 401(K) PLAN

Name: ZELITSKY & CO., LLC - ZELITSKY & CO., LLC EMPLOYEES' 401(K) PLAN (2025) Form 5500
Creator: ZELITSKY & CO., LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZELITSKY & CO., LLC EMPLOYEES' 401(K) PLAN, ZELITSKY & CO., LLC

ZELITSKY & CO., LLCEIN 22-3526838Plan #001PY 2025

860 WYCKOFF AVENUE, SUITE 1 - MAHWAH, NJ 07430201-794-9300cpaadvisors.taxLinkedIn1-10 employeesaccounting

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+22.4% from 2024

Total participants

+20.0% from 2024

Average account balance

$234,235

+2.0% from 2024

Annual return

17.14%

+0.01 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.41M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$234K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$60K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.14%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$234,235

$154,228+51.9%

$145,433+61.1%

$137,256+70.7%

Participation rate

100.0%

83.8%+16.2pp

82.1%+17.9pp

80.0%+20.0pp

Annual return

17.14%

74.59%-57.4pp

66.58%-49.4pp

220.34%-203.2pp

Employer contribution / active EE

$1,528

$4,804-68.2%

$4,554-66.4%

$4,156-63.2%

Participant deferral / active EE

$10,568

$8,216+28.6%

$7,897+33.8%

$6,407+64.9%

Admin fee / account holder

$14,344-100.0%

$13,129-100.0%

$12,270-100.0%

ZELITSKY & CO., LLC EMPLOYEES' 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ZELITSKY & CO., LLC EMPLOYEES' 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion