Retirement plan

ZINN INVESTMENTS LLC 401K PLAN

Name: ZINN INVESTMENTS LLC - ZINN INVESTMENTS LLC 401K PLAN (2024) Form 5500
Creator: ZINN INVESTMENTS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZINN INVESTMENTS LLC 401K PLAN, ZINN INVESTMENTS LLC

ZINN INVESTMENTS LLCEIN 45-4214617Plan #001PY 2024

100 SOUTHEAST THIRD AVE - FORT LAUDERDALE, FL 33394954-559-6214

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

+19.5% from 2023

Total participants

0.0% from 2023

Average account balance

$611,132

+19.5% from 2023

Annual return

12.72%

-13.37 pp from 2023

Benchmarks

See 104 peers

Peer group

Industryany (size+type match)

Plan typeDB + DC

Participants<25

Cohort104 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$611K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$35K

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

+12.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$46

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 codes1E2E2G2J3B3D

Plan features

1E
Section 401(h) arrangement
Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$92

$46 / participant

Other / not subdivided$92100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$611,132

$468,795+30.4%

$284,321+114.9%

$468,795+30.4%

Participation rate

100.0%

85.5%+14.5pp

100.0%0pp

85.5%+14.5pp

Annual return

12.72%

39.95%-27.2pp

-11.67%+24.4pp

39.95%-27.2pp

Employer contribution / active EE

$23,000

$28,085-18.1%

$15,034+53.0%

$28,085-18.1%

Participant deferral / active EE

$11,500

$10,110+13.8%

$5,913+94.5%

$10,110+13.8%

Admin fee / account holder

$46

$8,110-99.4%

$23+100.0%

$8,110-99.4%

ZINN INVESTMENTS LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZINN INVESTMENTS LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion