How big is Zipwhiz's plan?

Zipwhiz's plan reported $429K in assets and 1 participants for 2024.

Original filing (PDF)20250903125609NAL0015400513001

Zipwhiz

Name: Zipwhiz — Zipwhiz 401(k) Plan, Form 5500 (2024)
Creator: Zipwhiz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zipwhiz 401(k) Plan

401(k) retirement plan · Zipwhiz's Zipwhiz 401(k) Plan held $429K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$429K

Net assets (EOY)

$429K

People on this filing

Stephen DEES signed Zipwhiz's 2024 Form 5500 as plan administrator.

Stephen DEES — 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

Zipwhiz's EIN is 20-5455865.

EIN 20-5455865

Plan number 001

Plan year 2024

ACK ID 20250903125609NAL0015400513001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Zipwhiz'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 ZIPWHIZ.

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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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ZIPWHIZ

EIN

all filings

Address

1030 WATERVIEW COURT · CAROLINA BEACH, NC · 28428

Phone

(919) 791-1799

Industry

Professional & Technical Services

Plan administrator