# Alan J. Zuccari, INC. 401(k) Plan
Source: https://planprovider.pro/companies/alan-j-zuccari-inc-401k-plan

> Alan J. Zuccari, INC.'s 401(k) plan: 60 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alan J. Zuccari, INC.

- **Sponsor EIN:** 541206590

- **Sponsor Address:** 4100 MONUMENT CORNER DR., SUITE 500, FAIRFAX, VA, 22030

- **Plan Type:** 401(k)

- **Total Participants:** 60

- **Total Assets:** $13.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|60|$13.0M|$284,792|$532,970|

| 2023|62|$11.9M|$289,035|$514,202|

| 2022|66|$10.9M|$272,865|$480,738|

## Similar Plans

- [Layman, Diener, & Borntrager Insurance Agency, INC.](https://planprovider.pro/companies/layman-diener-borntrager-insurance-agency-401k-plan) — 68 participants

- [W.D. Campbell & Son, INC.](https://planprovider.pro/companies/w-d-campbell-son-inc-401k-plan) — 45 participants

- [Prosper Group, LLC](https://planprovider.pro/companies/prosper-group-llc-401k-plan) — 88 participants

- [Morgan-Marrow Company](https://planprovider.pro/companies/morgan-marrow-company-plan) — 25 participants

- [South-West Insurance Agency, INC.](https://planprovider.pro/companies/south-west-insurance-agency-inc-401k-plan) — 23 participants

- [Croxton, Elliott & Daingerfield, INC.](https://planprovider.pro/companies/croxton-elliott-daingerfield-inc-d-b-a-riverland-insurers-plan) — 21 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alan-j-zuccari-inc-401k-plan)

© 2026 PlanProvider.Pro