How big is Zoned Inc.'s plan?

Zoned Inc.'s plan reported $713K in assets and 43 participants for 2025.

Original filing (PDF)20260518095115NAL0010053731001

Zoned Inc.

Name: Zoned Inc. — Zoned Inc. 401(k) Plan, Form 5500 (2025)
Creator: Zoned Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zoned Inc. 401(k) Plan

401(k) retirement plan · Zoned Inc.'s Zoned Inc. 401(k) Plan held $713K in plan assets for 43 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$713K

Net assets (EOY)

$713K

People on this filing

DUKE Baxter signed Zoned Inc.'s 2025 Form 5500 as plan administrator.

DUKE Baxter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Zoned Inc.'s EIN is 01-0661902.

EIN 01-0661902

Plan number 001

Plan year 2025

ACK ID 20260518095115NAL0010053731001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Zoned Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Zoned Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZONED INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ZONED INC

EIN

all filings

Address

24 E KEARNEY ST · BRIDGEWATER, NJ · 08807

Phone

(732) 537-1770

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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