What public Form 5500 filings show about the ZOE Holding Company, Inc. 401(k) plan — and how to find and check your own account.
ZOE Holding Company, Inc. (EIN 86-0929639) reports ZOE HOLDING COMPANY, INC 401(K) PLAN on its most recent Form 5500, with $4.6M in plan assets across 2,749 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 ZOE Holding Company, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ZOE Holding Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ INVESTMENT ADVISORY SERVICES.
