ZESTFINANCE, INC. D/B/A ZEST AI 401(k) Plan
What public Form 5500 filings show about the ZESTFINANCE, INC. D/B/A ZEST AI 401(k) plan — and how to find and check your own account.
The ZESTFINANCE, INC. D/B/A ZEST AI 401(k) on its latest Form 5500
ZESTFINANCE, INC. D/B/A ZEST AI (EIN 80-0822152) reports ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $16.2M in plan assets across 135 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 ZESTFINANCE, INC. D/B/A ZEST AI filing — schedules, fees, and providers.
Who runs the ZESTFINANCE, INC. D/B/A ZEST AI 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ZESTFINANCE, INC. D/B/A ZEST AI 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, GALLAGHER FIDUCIARY ADVISORS.
How to check your ZESTFINANCE, INC. D/B/A ZEST AI 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask ZESTFINANCE, INC. D/B/A ZEST AI 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).