ZEFR 401(k) Plan
What public Form 5500 filings show about the ZEFR 401(k) plan — and how to find and check your own account.
The ZEFR 401(k) on its latest Form 5500
ZEFR (EIN 94-3458703) reports ZEFR 401(K) PLAN on its most recent Form 5500, with $17.2M in plan assets across 160 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ZEFR filing — schedules, fees, and providers.
Who runs the ZEFR 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ZEFR 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER, MORGAN STANLEY SMITH BARNEY.
How to check your ZEFR 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask ZEFR HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).