Friedman,Dazzio & Zulanas PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Friedman,Dazzio & Zulanas PC
  • Sponsor EIN: 631207595
  • Sponsor Address: 3800 CORPORATE WOODS DRIVE, BIRMINGHAM, AL, 352422213
  • Plan Type: 401(k)
  • Total Participants: 33
  • Total Assets: $13.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202433$13.9M$335,609$242,724
202326$12.4M$428,803$323,590
202226$9.9M$340,340$242,821

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