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Original filing (PDF)20251015202050NAL0005557953001
ZAMPERLA, INC.
Form 5500
FILING_RECEIVED
ZAMPERLA, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
75
Accounts w/ balance
146
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZAMPERLA, INC..
Plan sponsor
Name
ZAMPERLA, INC.
EIN
13-3582398
Address
49 FANNY ROAD · BOONTON, NJ · 07005
Phone
(973) 334-8133
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FUNARO & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 82-4555287 | IRVINE, CA | RECORDKEEPER | $950 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | WAYNE, PA | INVESTMENT ADVISORS | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSULTING ACTUARIES, INC. | 22-1915571 | FAIRFILED, NJ | TPA | $750 | — |
Investments
30 direct securities· $3.8M(80% of reported assets)
Uncategorized
$3.8M
29 holdings
Mutual Funds
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America R2 RGABX 8,985 shares | — | — | $9K | $597K | 12.5% | |
| American Funds Target Date Retirement 2020 R2 RBCTX 37,084 shares | — | — | $37K | $488K | 10.2% | |
| American Funds Target Date Retirement 2030 R2 RBETX 28,274 shares | — | — | $28K | $474K | 9.9% | |
| American Funds Target Date Retirement 2025 R2 RBDTX 22,558 shares | — | — | $23K | $333K | 6.9% | |
| American Funds Target Date Retirement 2040 R2 RBKTX 12,688 shares | — | — | $13K | $252K | 5.3% | |
| American Funds Target Date Retirement 2050 R2 RBITX 11,788 shares | — | — | $12K | $238K | 5.0% | |
| American Funds New Perspective Fund R2 RNPBX 3,715 shares | — | — | $4K | $215K | 4.5% | |
| American Funds Target Date Retirement 2055 R2 RBMTX 8,007 shares | — | — | $8K | $203K | 4.2% | |
| American Funds Fundamental Investors R2 RFNBX 2,268 shares | — | — | $2K | $182K | 3.8% | |
| American Funds Capital Income Builder R2 RIRBX 1,881 shares | — | — | $2K | $130K | 2.7% | |
| American Funds The Investment Company of America R2 RICBX 1,921 shares | — | — | $2K | $110K | 2.3% | |
| American Funds EuroPacific Growth Fund R2 RERBX 2,014 shares | — | — | $2K | $102K | 2.1% | |
| American Funds SMALLCAP World Fund R2 RSLBX 1,560 shares | — | — | $2K | $89K | 1.9% | |
| American Funds Capital World Growth and Income Fund R2 RWIBX 1,346 shares | — | — | $1K | $84K | 1.8% | |
| American Funds Target Date Retirement 2035 R2 RBFTX 4,169 shares | — | — | $4K | $77K | 1.6% | |
| American Funds American Balanced Fund R2 RLBBX 2,192 shares | — | — | $2K | $75K | 1.6% | |
| Secured by participant account balance | — | — | — | $54K | 1.1% | |
| American Funds Target Date Retirement 2060 R2 RBNTX 2,190 Shares | — | — | $2K | $38K | 0.8% | |
| American Funds Capital World Bond Fund R2 RCWBX 2,025 shares | — | — | $2K | $31K | 0.7% | |
| American Funds The Bond Fund of America R2 RBOBX 1,423 shares | — | — | $1K | $16K | 0.3% | |
| 24 * American Funds Growth and Income Portfolio R2 RGNBX 826 shares | — | — | — | $16K | 0.3% | |
| 13 * American Funds American Mutual Fund R2 RMFBX 159 shares | — | — | — | $9K | 0.2% | |
| 23 * American Funds Conservative Growth & Income Portfolio R2 RINBX 446 shares | — | — | — | $6K | 0.1% | |
| 11 * American Funds Target Date Retirement 2065 R2 RBOTX 314 shares | — | — | — | $5K | 0.1% | |
| 21 * American Funds The Income Fund of America R2 RIDBX 190 shares | — | — | — | $5K | <0.1% | |
| Money Market Accounts 30 * American Funds U.S. Government Money Market Fund R2 RABXX 3,741 shares | — | — | $4K | $4K | <0.1% | |
| 25 * American Funds Preservation Portfolio R2 RPPBX 198 shares | — | — | — | $2K | <0.1% | |
| 14 * American Funds The Intermediate Bond Fund of America R2 RBFBX 148 shares | — | — | — | $2K | <0.1% | |
| s 1 * American Funds Target Date Retirement 2015 R2 RBJTX 129 shares | Mutual Funds | — | — | $2K | <0.1% | |
| Forfeitures | — | — | — | $1K | <0.1% |