Zrg Partners 401(K) Retirement Plan — Form 5500 plan (Zrg Partners LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Zrg Partners 401(K) Retirement Plan is a benefit plan reported by Zrg Partners LLC under EIN 30-0008265 and plan number 001. The latest loaded filing year is 2023. The filing reports 358 participants and $33,289,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zrg Partners LLC
- EIN
- 30-0008265
- Plan number
- 001
- Plan type
- 2
- Location
- Rochelle Park, NJ
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $33,289,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20241001161658NAL0007444689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,289,409
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,289,409
- Net assets (BOY)
- $19,457,189
Income & contributions
- Employer contributions
- $2,209,038
- Participant contributions
- $4,779,800
- Total contributions
- $11,134,629
- Total income / additions
- $15,498,749
Expenses & distributions
- Benefits paid
- $2,142,415
- Administrative expenses
- $63,342
- Total expenses
- $2,205,757
- Net increase / (decrease)
- $13,292,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisors LLC | ADVISOR | $49,847 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $11,270 | $0 | 2023 |