ZEPHYR INVESTMENT MANAGEMENT INC. 401(k) Plan
What public Form 5500 filings show about the ZEPHYR INVESTMENT MANAGEMENT INC. 401(k) plan — and how to find and check your own account.
The ZEPHYR INVESTMENT MANAGEMENT INC. 401(k) on its latest Form 5500
ZEPHYR INVESTMENT MANAGEMENT INC. (EIN 77-0464771) reports ZEPHYR INVESTMENT MANAGEMENT INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $299K in plan assets across 6 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 ZEPHYR INVESTMENT MANAGEMENT INC. filing — schedules, fees, and providers.
Who runs the ZEPHYR INVESTMENT MANAGEMENT INC. 401(k)?
ZEPHYR INVESTMENT MANAGEMENT INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask ZEPHYR INVESTMENT MANAGEMENT INC.HR for the recordkeeper’s name and login.
How to check your ZEPHYR INVESTMENT MANAGEMENT INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ZEPHYR INVESTMENT MANAGEMENT INC. 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).