How big is ZEN Associates, Inc.'s plan?

ZEN Associates, Inc.'s plan reported $10.8M in assets and 40 participants for 2024.

Original filing (PDF)20250910132303NAL0021179617001

ZEN Associates, Inc.

Name: ZEN Associates, Inc. — ZEN Associates, Inc., Form 5500 (2024)
Creator: ZEN Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZEN Associates, Inc. Retirement Trust

401(k) retirement plan · ZEN Associates, Inc.'s ZEN Associates, Inc. Retirement Trust held $10.8M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

108

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

Plan identifiers

ZEN Associates, Inc.'s EIN is 04-2728163.

EIN 04-2728163

Plan number 002

Plan year 2024

ACK ID 20250910132303NAL0021179617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ZEN Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ZEN ASSOCIATES, INC.

EIN

all filings

Address

10 MICRO DRIVE · WOBURN, MA · 01801

Phone

(978) 371-0280

Industry

Professional & Technical Services

Plan administrator