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Original filing (PDF)20251010111934NAL0007593233001
ZENOSS, INC
Form 5500
FILING_RECEIVED
ZENOSS INC. 401K PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
86
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZENOSS, INC.
Plan sponsor
Name
ZENOSS, INC
EIN
20-4015413
Address
11305 FOUR POINTS DRIVE BLDG 1 SUIT · AUSTIN, TX · 78726
Phone
(512) 687-6865
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
Investments
21 direct securities · 5 pooled funds· $9.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.7M
21 holdings
Common Collective Trust
$581K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2045 INV Mutual fund | — | — | — | $2.0M | 21.0% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual fund | — | — | — | $1.8M | 19.2% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual fund | — | — | — | $1.5M | 16.1% | |
| Vanguard 500 Index Fund Mutual fund | — | — | — | $1.2M | 12.7% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual fund | — | — | — | $655K | 7.0% | |
| VANGUARD TARGET RETIREMENT 2030 INV Mutual fund | — | — | — | $525K | 5.6% | |
| MFS GROWTH EQUITY CIT CLASS 4 MFS INVESTMENT MANAGEMENT · EIN 57-1187281 / PN 000 | Common Collective Trust | — | — | $487K | 5.2% | |
| EMPOWER SDB ROTH Self directed brokerage account | — | — | — | $157K | 1.7% | |
| Vanguard Total Bond Market Index d Mutual fund | — | — | — | $141K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual fund | — | — | — | $136K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual fund | — | — | — | $122K | 1.3% | |
| Vanguard Small Cap Index Admiral Mutual fund | — | — | — | $121K | 1.3% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutualfund | — | — | — | $95K | 1.0% | |
| Vanguard Mid Cap Index Fund Mutual fund | — | — | — | $84K | 0.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund | — | — | — | $67K | 0.7% | |
| GREAT GRAY T. ROWE PRICE STBLE VAL GREAT GRAY · EIN 86-1182766 / PN 000 | Common Collective Trust | — | — | $45K | 0.5% | |
| Vanguard Real Estate Index Admiral Mutual fund | — | — | — | $41K | 0.4% | |
| Victory Sycamore Small Company Opp R6 Mutual fund | — | — | — | $39K | 0.4% | |
| EMPOWER SDB Self directed brokerage account | — | — | — | $36K | 0.4% | |
| Vanguard Equity - Income Admiral Mutual fund | — | — | — | $36K | 0.4% | |
| With varying maturity dates through 2027 and interest rates ranging from * Notes receivable from participants 4.25% to 9.50% | — | — | — | $27K | 0.3% | |
| MFS INTERNATIONAL GROWTH EQUITY CL MFS INVESTMENT MANAGEMENT · EIN 57-1187281 / PN 000 | Common Collective Trust | — | — | $26K | 0.3% | |
| IVY MID CAP GROWTH CIT C IVY FUNDS · EIN 40-3036428 / PN 000 | Common Collective Trust | — | — | $22K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2020 INV Mutual fund | — | — | — | $15K | 0.2% | |
| PUTNAM SMALL CAP GROWTH R6 Mutual fund | — | — | — | $8K | <0.1% | |
| AB US SM CP GR CIT W SERIES FEE CL GREAT GRAY · EIN 38-4116832 / PN 531 | Common Collective Trust | — | — | $0 | <0.1% |
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